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Advantage Trust Company’s Prudential Financial PRU Stock Holding History

Advantage Trust Company’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 		$10.8K Buy
+100
New +$10.2K ﹤0.01% 171
2025
Q4 		– Sell
-100
Closed -$10.4K – 170
2025
Q3 		$10.4K Hold
100
– – ﹤0.01% 167
2025
Q2 		$10.7K Buy
+100
New +$10.4K 0.01% 182
2024
Q2 		– Sell
-100
Closed -$11.7K – 177
2024
Q1 		$11.7K Hold
100
– – 0.01% 158
2023
Q4 		$10.4K Buy
+100
New +$9.59K 0.01% 166

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

Advantage Trust Company's PRU Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Prudential Financial (PRU) in Q2 2026: 100 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #171 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in PRU as recently as Q3 2025.

Advantage Trust Company first reported a position in PRU in Q4 2023 and has held it in 5 quarters since. The position peaked at $11.7K in Q1 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Advantage Trust Company held 100 shares of Prudential Financial worth $10.8K as of Q2 2026.
  • Prudential Financial was a new Advantage Trust Company position in Q2 2026.
  • Prudential Financial made up ﹤0.01% of Advantage Trust Company's portfolio in Q2 2026, its #171 holding.
  • Advantage Trust Company first reported a position in Prudential Financial in Q4 2023 and has held it in 5 quarters since.
  • Advantage Trust Company's Prudential Financial position peaked at $11.7K in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.