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Arkadios Wealth Advisors’s Prudential Financial PRU Stock Holding History

Arkadios Wealth 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
Q1 		$1.6M Buy
16,399
+459
+3% +$47.5K 0.03% 602
2025
Q4 		$1.8M Sell
15,940
-326
-2% -$35K 0.03% 482
2025
Q3 		$1.69M Buy
16,266
+1,763
+12% +$186K 0.04% 451
2025
Q2 		$1.56M Buy
14,503
+730
+5% +$75.6K 0.05% 415
2025
Q1 		$1.54M Buy
13,773
+8,187
+147% +$933K 0.06% 349
2024
Q4 		$662K Buy
5,586
+163
+3% +$20.1K 0.04% 442
2024
Q3 		$657K Buy
5,423
+400
+8% +$47.3K 0.04% 450
2024
Q2 		$589K Buy
5,023
+2,049
+69% +$236K 0.04% 420
2024
Q1 		$349K Sell
2,974
-36
-1% -$3.88K 0.03% 486
2023
Q4 		$312K Sell
3,010
-62
-2% -$5.95K 0.03% 513
2023
Q3 		$292K Buy
3,072
+582
+23% +$55.1K 0.03% 494
2023
Q2 		$220K Sell
2,490
-25
-1% -$2.09K 0.03% 543
2023
Q1 		$208K Buy
2,515
+203
+9% +$19.4K 0.02% 561
2022
Q4 		$230K Sell
2,312
-134
-5% -$13.6K 0.03% 477
2022
Q3 		$210K Buy
+2,446
New +$235K 0.03% 474
2021
Q4 		– Sell
-950
Closed -$99K – 1455
2021
Q3 		$99K Buy
950
+3
+0.3% +$309 0.01% 689
2021
Q2 		$97K Buy
947
+469
+98% +$47.9K 0.01% 725
2021
Q1 		$43K Buy
478
+428
+856% +$36.6K 0.01% 730
2020
Q4 		$3K Buy
+50
New +$3.61K ﹤0.01% 1217
2020
Q2 		– Sell
-28
Closed -$1.48K – 1097
2020
Q1 		$1.48K Sell
28
-6
-18% -$477 ﹤0.01% 943
2019
Q4 		$3.27K Buy
+34
New +$3.12K ﹤0.01% 758

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's PRU Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Prudential Financial (PRU) stake by 2.9% in Q1 2026, buying an estimated $47.5K and bringing the position to 16,399 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #602.

Arkadios Wealth Advisors first reported a position in PRU in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.8M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Arkadios Wealth Advisors held 16,399 shares of Prudential Financial worth $1.6M as of Q1 2026.
  • Arkadios Wealth Advisors bought 459 Prudential Financial shares in Q1 2026, an estimated $47.5K.
  • Prudential Financial made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #602 holding.
  • Arkadios Wealth Advisors first reported a position in Prudential Financial in Q4 2019 and has held it in 21 quarters since.
  • Arkadios Wealth Advisors's Prudential Financial position peaked at $1.8M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.