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Advisor OS’s Prudential Financial PRU Stock Holding History

Advisor OS’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 		$520K Buy
4,814
+837
+21% +$85.1K 0.03% 306
2026
Q1 		$389K Buy
3,977
+432
+12% +$44.7K 0.03% 357
2025
Q4 		$400K Sell
3,545
-92
-3% -$9.87K 0.03% 325
2025
Q3 		$377K Sell
3,637
-413
-10% -$43.5K 0.03% 320
2025
Q2 		$435K Buy
4,050
+508
+14% +$52.6K 0.04% 280
2025
Q1 		$396K Sell
3,542
-84
-2% -$9.57K 0.05% 266
2024
Q4 		$430K Sell
3,626
-135
-4% -$16.7K 0.05% 248
2024
Q3 		$456K Buy
3,761
+201
+6% +$23.8K 0.05% 263
2024
Q2 		$417K Sell
3,560
-169
-5% -$19.5K 0.05% 256
2024
Q1 		$438K Buy
3,729
+330
+10% +$35.6K 0.05% 254
2023
Q4 		$352K Buy
3,399
+38
+1% +$3.65K 0.05% 238
2023
Q3 		$319K Sell
3,361
-7,446
-69% -$704K 0.05% 225
2023
Q2 		$953K Sell
10,807
-4,330
-29% -$362K 0.16% 135
2023
Q1 		$1.25M Buy
15,137
+483
+3% +$46.1K 0.3% 84
2022
Q4 		$1.46M Buy
14,654
+6,853
+88% +$694K 0.39% 62
2022
Q3 		$669K Sell
7,801
-1,349
-15% -$130K 0.2% 101
2022
Q2 		$875K Buy
9,150
+3,505
+62% +$371K 0.26% 92
2022
Q1 		$668K Buy
5,645
+1,364
+32% +$155K 0.19% 117
2021
Q4 		$463K Buy
4,281
+374
+10% +$40.6K 0.09% 179
2021
Q3 		$411K Buy
3,907
+575
+17% +$59.3K 0.09% 172
2021
Q2 		$342K Buy
+3,332
New +$340K 0.07% 179

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

Advisor OS's PRU Position: Q2 2026 in Review

Advisor OS increased its Prudential Financial (PRU) stake by 21% in Q2 2026, buying an estimated $85.1K and bringing the position to 4,814 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #306.

Advisor OS first reported a position in PRU in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.46M in Q4 2022. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Advisor OS held 4,814 shares of Prudential Financial worth $520K as of Q2 2026.
  • Advisor OS bought 837 Prudential Financial shares in Q2 2026, an estimated $85.1K.
  • Prudential Financial made up 0.03% of Advisor OS's portfolio in Q2 2026, its #306 holding.
  • Advisor OS first reported a position in Prudential Financial in Q2 2021 and has held it in 21 quarters since.
  • Advisor OS's Prudential Financial position peaked at $1.46M in Q4 2022.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.