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

Accurate 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 		$1.39M Buy
12,041
+1,795
+18% +$183K 0.13% 173
2026
Q1 		$993K Buy
10,246
+931
+10% +$96.4K 0.12% 195
2025
Q4 		$1.1M Buy
9,315
+403
+5% +$43.2K 0.14% 165
2025
Q3 		$924K Buy
8,912
+849
+11% +$89.4K 0.12% 178
2025
Q2 		$864K Buy
8,063
+261
+3% +$27K 0.13% 173
2025
Q1 		$771K Buy
7,802
+1,064
+16% +$121K 0.15% 148
2024
Q4 		$772K Buy
6,738
+482
+8% +$59.5K 0.15% 150
2024
Q3 		$787K Sell
6,256
-181
-3% -$21.4K 0.16% 138
2024
Q2 		$808K Sell
6,437
-106
-2% -$12.2K 0.19% 114
2024
Q1 		$724K Buy
6,543
+800
+14% +$86.2K 0.21% 109
2023
Q4 		$594K Sell
5,743
-418
-7% -$40.1K 0.18% 115
2023
Q3 		$597K Buy
6,161
+805
+15% +$76.1K 0.19% 116
2023
Q2 		$491K Buy
5,356
+277
+5% +$23.2K 0.15% 138
2023
Q1 		$427K Buy
5,079
+1,146
+29% +$109K 0.15% 148
2022
Q4 		$391K Sell
3,933
-109
-3% -$11K 0.14% 125
2022
Q3 		$384K Buy
4,042
+1,559
+63% +$150K 0.16% 113
2022
Q2 		$239K Buy
2,483
+234
+10% +$24.8K 0.13% 133
2022
Q1 		$266K Buy
2,249
+103
+5% +$11.7K 0.12% 131
2021
Q4 		$231K Buy
2,146
+108
+5% +$11.7K 0.19% 126
2021
Q3 		$218K Buy
+2,038
New +$210K 0.19% 130

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

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

Accurate Wealth Management increased its Prudential Financial (PRU) stake by 18% in Q2 2026, buying an estimated $183K and bringing the position to 12,041 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #173.

Accurate Wealth Management first reported a position in PRU in Q3 2021 and has held it in 20 quarters since. 471 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Accurate Wealth Management held 12,041 shares of Prudential Financial worth $1.39M as of Q2 2026.
  • Accurate Wealth Management bought 1,795 Prudential Financial shares in Q2 2026, an estimated $183K.
  • Prudential Financial made up 0.13% of Accurate Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Accurate Wealth Management first reported a position in Prudential Financial in Q3 2021 and has held it in 20 quarters since.
  • 471 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.