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Annis Gardner Whiting Capital Advisors’s Prudential Financial PRU Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-1,513
Closed -$148K – 1017
2026
Q1 		$148K Buy
1,513
+1,000
+195% +$104K 0.02% 366
2025
Q4 		$57.9K Buy
513
+49
+11% +$5.25K 0.01% 498
2025
Q3 		$48.1K Sell
464
-145
-24% -$15.3K 0.01% 507
2025
Q2 		$65.4K Buy
609
+129
+27% +$13.4K 0.02% 374
2025
Q1 		$53.6K Sell
480
-320
-40% -$36.5K 0.02% 344
2024
Q4 		$94.8K Buy
800
+319
+66% +$39.4K 0.03% 283
2024
Q3 		$58.3K Sell
481
-63
-12% -$7.45K 0.02% 352
2024
Q2 		$63.8K Sell
544
-19
-3% -$2.19K 0.02% 373
2024
Q1 		$66.1K Buy
563
+43
+8% +$4.63K 0.02% 345
2023
Q4 		$53.9K Buy
520
+8
+2% +$767 0.02% 295
2023
Q3 		$48.6K Buy
+512
New +$48.4K 0.03% 289

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

Annis Gardner Whiting Capital Advisors's PRU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 1,513 shares — an estimated $148K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PRU in Q3 2023 and held it in 11 quarters. The position peaked at $148K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,513 Prudential Financial shares in Q2 2026, an estimated $148K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Prudential Financial in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Prudential Financial position peaked at $148K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.