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Addison Advisors’s Prudential Financial PRU Stock Holding History

Addison Advisors’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 		$9.61K Sell
89
-822
-90% -$83.6K ﹤0.01% 418
2026
Q1 		$89K Buy
911
+18
+2% +$1.86K 0.02% 340
2025
Q4 		$101K Buy
893
+15
+2% +$1.61K 0.02% 314
2025
Q3 		$91.1K Buy
878
+27
+3% +$2.84K 0.02% 325
2025
Q2 		$91.4K Sell
851
-27
-3% -$2.8K 0.02% 317
2025
Q1 		$98.1K Sell
878
-80
-8% -$9.12K 0.03% 302
2024
Q4 		$114K Buy
958
+856
+839% +$106K 0.03% 282
2024
Q3 		$12.4K Buy
102
+72
+240% +$8.51K ﹤0.01% 569
2024
Q2 		$3.52K Buy
+30
New +$3.46K ﹤0.01% 663
2023
Q1 		– Sell
-5
Closed -$497 – 751
2022
Q4 		$497 Hold
5
– – ﹤0.01% 683
2022
Q3 		$0 Hold
5
– – ﹤0.01% 754
2022
Q2 		$0 Buy
5
+1
+25% +$106 ﹤0.01% 748
2022
Q1 		$0 Hold
4
– – ﹤0.01% 773
2021
Q4 		$0 Buy
+4
New +$434 ﹤0.01% 708

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Addison Advisors's PRU Position: Q2 2026 in Review

Addison Advisors reduced its Prudential Financial (PRU) stake by 90% in Q2 2026, selling an estimated $83.6K and leaving 89 shares worth $9.61K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Addison Advisors first reported a position in PRU in Q4 2021 and has held it in 14 quarters since. The position peaked at $114K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Addison Advisors held 89 shares of Prudential Financial worth $9.61K as of Q2 2026.
  • Addison Advisors sold 822 Prudential Financial shares in Q2 2026, an estimated $83.6K.
  • Prudential Financial made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #418 holding.
  • Addison Advisors first reported a position in Prudential Financial in Q4 2021 and has held it in 14 quarters since.
  • Addison Advisors's Prudential Financial position peaked at $114K in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.