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Advyzon Investment Management’s Prudential Financial PRU Stock Holding History

Advyzon Investment 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 		$492K Buy
4,554
+620
+16% +$63K 0.04% 482
2026
Q1 		$384K Buy
3,934
+959
+32% +$99.3K 0.03% 467
2025
Q4 		$336K Buy
+2,975
New +$319K 0.04% 422

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

Advyzon Investment Management's PRU Position: Q2 2026 in Review

Advyzon Investment Management increased its Prudential Financial (PRU) stake by 16% in Q2 2026, buying an estimated $63K and bringing the position to 4,554 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #482.

Advyzon Investment Management first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Advyzon Investment Management held 4,554 shares of Prudential Financial worth $492K as of Q2 2026.
  • Advyzon Investment Management bought 620 Prudential Financial shares in Q2 2026, an estimated $63K.
  • Prudential Financial made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #482 holding.
  • Advyzon Investment Management first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.