Avantax Planning Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $748K | Sell |
6,933
-163
| -2% | -$16.6K | 0.02% | 233 |
|
|
2026
Q1 | $693K | Sell |
7,096
-1,130
| -14% | -$117K | 0.02% | 236 |
|
|
2025
Q4 | $929K | Sell |
8,226
-55
| -0.7% | -$5.9K | 0.03% | 201 |
|
|
2025
Q3 | $859K | Sell |
8,281
-2,745
| -25% | -$289K | 0.02% | 209 |
|
|
2025
Q2 | $1.18M | Sell |
11,026
-1,292
| -10% | -$134K | 0.04% | 178 |
|
|
2025
Q1 | $1.38M | Sell |
12,318
-131
| -1% | -$14.9K | 0.05% | 153 |
|
|
2024
Q4 | $1.48M | Sell |
12,449
-317
| -2% | -$39.1K | 0.05% | 147 |
|
|
2024
Q3 | $1.55M | Sell |
12,766
-6,263
| -33% | -$740K | 0.06% | 143 |
|
|
2024
Q2 | $2.23M | Sell |
19,029
-8,402
| -31% | -$970K | 0.07% | 134 |
|
|
2024
Q1 | $3.22M | Buy |
27,431
+18,950
| +223% | +$2.04M | 0.1% | 114 |
|
|
2023
Q4 | $880K | Sell |
8,481
-2,126
| -20% | -$204K | 0.03% | 180 |
|
|
2023
Q3 | $1.01M | Sell |
10,607
-11,143
| -51% | -$1.05M | 0.04% | 159 |
|
|
2023
Q2 | $1.92M | Buy |
21,750
+686
| +3% | +$57.4K | 0.08% | 111 |
|
|
2023
Q1 | $1.74M | Buy |
21,064
+5,020
| +31% | +$479K | 0.07% | 120 |
|
|
2022
Q4 | $1.6M | Buy |
16,044
+73
| +0.5% | +$7.39K | 0.06% | 122 |
|
|
2022
Q3 | $1.37M | Buy |
15,971
+12,828
| +408% | +$1.23M | 0.06% | 118 |
|
|
2022
Q2 | $301K | Buy |
3,143
+115
| +4% | +$12.2K | 0.01% | 272 |
|
|
2022
Q1 | $358K | Buy |
3,028
+52
| +2% | +$5.91K | 0.01% | 255 |
|
|
2021
Q4 | $322K | Buy |
2,976
+136
| +5% | +$14.8K | 0.01% | 267 |
|
|
2021
Q3 | $299K | Buy |
2,840
+104
| +4% | +$10.7K | 0.01% | 253 |
|
|
2021
Q2 | $280K | Buy |
2,736
+442
| +19% | +$45.1K | 0.01% | 262 |
|
|
2021
Q1 | $209K | Sell |
2,294
-352
| -13% | -$30.1K | 0.01% | 289 |
|
|
2020
Q4 | $207K | Buy |
+2,646
| New | +$191K | 0.01% | 274 |
|
|
2020
Q1 | – | Sell |
-2,902
| Closed | -$272K | – | 307 |
|
|
2019
Q4 | $272K | Sell |
2,902
-58
| -2% | -$5.33K | 0.02% | 245 |
|
|
2019
Q3 | $266K | Buy |
2,960
+7
| +0.2% | +$634 | 0.02% | 253 |
|
|
2019
Q2 | $301K | Buy |
2,953
+20
| +0.7% | +$1.99K | 0.02% | 230 |
|
|
2019
Q1 | $270K | Sell |
2,933
-219
| -7% | -$20.2K | 0.02% | 241 |
|
|
2018
Q4 | $257K | Buy |
3,152
+109
| +4% | +$10K | 0.02% | 218 |
|
|
2018
Q3 | $308K | Sell |
3,043
-92
| -3% | -$9.07K | 0.02% | 195 |
|
|
2018
Q2 | $293K | Sell |
3,135
-184
| -6% | -$18.6K | 0.03% | 187 |
|
|
2018
Q1 | $343K | Buy |
3,319
+29
| +0.9% | +$3.27K | 0.03% | 210 |
|
|
2017
Q4 | $378K | Sell |
3,290
-254
| -7% | -$28.5K | 0.03% | 200 |
|
|
2017
Q3 | $377K | Sell |
3,544
-3
| -0.1% | -$321 | 0.03% | 248 |
|
|
2017
Q2 | $384K | Buy |
3,547
+171
| +5% | +$18.2K | 0.03% | 222 |
|
|
2017
Q1 | $360K | Buy |
3,376
+445
| +15% | +$48K | 0.03% | 220 |
|
|
2016
Q4 | $305K | Buy |
+2,931
| New | +$278K | 0.03% | 223 |
|
Other funds holding PRU
Avantax Planning Partners's PRU Position: Q2 2026 in Review
Avantax Planning Partners reduced its Prudential Financial (PRU) stake by 2.3% in Q2 2026, selling an estimated $16.6K and leaving 6,933 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #233.
Avantax Planning Partners first reported a position in PRU in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.22M in Q1 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Avantax Planning Partners held 6,933 shares of Prudential Financial worth $748K as of Q2 2026.
- Avantax Planning Partners sold 163 Prudential Financial shares in Q2 2026, an estimated $16.6K.
- Prudential Financial made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #233 holding.
- Avantax Planning Partners first reported a position in Prudential Financial in Q4 2016 and has held it in 36 quarters since.
- Avantax Planning Partners's Prudential Financial position peaked at $3.22M in Q1 2024.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.