AWM
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Accel Wealth Management’s Prudential Financial PRU Stock Holding History

Accel Wealth Management’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Sell
10,486
-215
-2% -$21.9K 0.25% 88
2026
Q1 		$1.05M Sell
10,701
-629
-6% -$65.1K 0.27% 91
2025
Q4 		$1.28M Buy
11,330
+790
+7% +$84.7K 0.35% 72
2025
Q3 		$1.09M Sell
10,540
-478
-4% -$50.3K 0.32% 80
2025
Q2 		$1.18M Buy
11,018
+778
+8% +$80.6K 0.4% 66
2025
Q1 		$1.14M Buy
10,240
+298
+3% +$34K 0.41% 66
2024
Q4 		$1.18M Sell
9,942
-4,702
-32% -$580K 0.45% 60
2024
Q3 		$1.77M Sell
14,644
-549
-4% -$64.9K 0.66% 42
2024
Q2 		$1.78M Sell
15,193
-117
-0.8% -$13.5K 0.71% 37
2024
Q1 		$1.8M Buy
15,310
+104
+0.7% +$11.2K 0.76% 37
2023
Q4 		$1.58M Sell
15,206
-459
-3% -$44K 0.79% 36
2023
Q3 		$1.49M Sell
15,665
-258
-2% -$24.4K 0.83% 36
2023
Q2 		$1.4M Buy
15,923
+5,923
+59% +$496K 0.77% 40
2023
Q1 		$827K Buy
10,000
+2,533
+34% +$242K 0.34% 75
2022
Q4 		$743K Sell
7,467
-460
-6% -$46.6K 0.36% 62
2022
Q3 		$747K Buy
7,927
+64
+0.8% +$6.16K 0.4% 61
2022
Q2 		$726K Sell
7,863
-2,481
-24% -$263K 0.42% 58
2022
Q1 		$1.23M Sell
10,344
-783
-7% -$89K 0.63% 44
2021
Q4 		$1.2M Sell
11,127
-280
-2% -$30.4K 0.59% 49
2021
Q3 		$1.2M Buy
11,407
+55
+0.5% +$5.67K 0.78% 37
2021
Q2 		$1.16M Sell
11,352
-320
-3% -$32.7K 0.77% 34
2021
Q1 		$1.06M Buy
11,672
+194
+2% +$16.6K 0.86% 25
2020
Q4 		$896K Buy
+11,478
New +$829K 0.83% 25

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Accel Wealth Management's PRU Position: Q2 2026 in Review

Accel Wealth Management reduced its Prudential Financial (PRU) stake by 2% in Q2 2026, selling an estimated $21.9K and leaving 10,486 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #88.

Accel Wealth Management first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q1 2024. 311 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Accel Wealth Management held 10,486 shares of Prudential Financial worth $1.13M as of Q2 2026.
  • Accel Wealth Management sold 215 Prudential Financial shares in Q2 2026, an estimated $21.9K.
  • Prudential Financial made up 0.25% of Accel Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Accel Wealth Management first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Prudential Financial position peaked at $1.8M in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.