Atlantic Edge Private Wealth Management’s Prudential Financial PRU Stock Holding History

Atlantic Edge Private Wealth 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	$224K	Hold	2,074	–	–	0.05%	132
2026 Q1	$203K	Sell	2,074 -275	-12%	-$28.5K	0.05%	132
2025 Q4	$265K	Sell	2,349 -100	-4%	-$10.7K	0.07%	120
2025 Q3	$254K	Sell	2,449 -50	-2%	-$5.26K	0.07%	124
2025 Q2	$268K	Sell	2,499 -65	-3%	-$6.74K	0.07%	117
2025 Q1	$286K	Sell	2,564 -75	-3%	-$8.55K	0.09%	111
2024 Q4	$313K	Sell	2,639 -75	-3%	-$9.26K	0.1%	109
2024 Q3	$329K	Buy	2,714 +100	+4%	+$11.8K	0.1%	108
2024 Q2	$306K	Sell	2,614 -45	-2%	-$5.19K	0.1%	105
2024 Q1	$312K	Hold	2,659	–	–	0.11%	105
2023 Q4	$276K	Buy	+2,659	New	+$255K	0.11%	108

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PRU Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Prudential Financial (PRU) position steady in Q2 2026 at 2,074 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #132.

Atlantic Edge Private Wealth Management first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $329K in Q3 2024. 525 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,074 shares of Prudential Financial worth $224K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.05% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #132 holding.
Atlantic Edge Private Wealth Management first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Prudential Financial position peaked at $329K in Q3 2024.
525 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.