Alliance Wealth Advisors (Pennsylvania)’s Prudential Financial PRU Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$388K	Buy	3,592 +76	+2%	+$7.73K	0.13%	113
2026 Q1	$343K	Hold	3,516	–	–	0.15%	115
2025 Q4	$397K	Buy	3,516 +403	+13%	+$43.2K	0.17%	99
2025 Q3	$323K	Hold	3,113	–	–	0.14%	116
2025 Q2	$334K	Hold	3,113	–	–	0.17%	108
2025 Q1	$348K	Sell	3,113 -9	-0.3%	-$1.02K	0.2%	96
2024 Q4	$370K	Hold	3,122	–	–	0.21%	90
2024 Q3	$378K	Sell	3,122 -22	-0.7%	-$2.6K	0.22%	86
2024 Q2	$368K	Hold	3,144	–	–	0.23%	83
2024 Q1	$369K	Hold	3,144	–	–	0.23%	89
2023 Q4	$326K	Hold	3,144	–	–	0.22%	92
2023 Q3	$298K	Hold	3,144	–	–	0.22%	90
2023 Q2	$277K	Buy	+3,144	New	+$263K	0.2%	101
2022 Q2	–	Sell	-1,796	Closed	-$212K	–	121
2022 Q1	$212K	Buy	+1,796	New	+$204K	0.18%	109
2021 Q3	–	Sell	-2,131	Closed	-$218K	–	121
2021 Q2	$218K	Buy	+2,131	New	+$218K	0.2%	101

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s PRU Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Prudential Financial (PRU) stake by 2.2% in Q2 2026, buying an estimated $7.73K and bringing the position to 3,592 shares worth $388K. The position accounts for 0.13% of the portfolio, ranked #113.

Alliance Wealth Advisors (Pennsylvania) first reported a position in PRU in Q2 2021 and has held it in 15 quarters since. The position peaked at $397K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 3,592 shares of Prudential Financial worth $388K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) bought 76 Prudential Financial shares in Q2 2026, an estimated $7.73K.
Prudential Financial made up 0.13% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #113 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Prudential Financial in Q2 2021 and has held it in 15 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s Prudential Financial position peaked at $397K in Q4 2025.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.