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Aventura Private Wealth’s Prudential Financial PRU Stock Holding History

Aventura Private Wealth’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 		$1.08K Hold
10
– – ﹤0.01% 887
2026
Q1 		$977 Hold
10
– – ﹤0.01% 803
2025
Q4 		$1.13K Buy
+10
New +$1.07K ﹤0.01% 737

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

Aventura Private Wealth's PRU Position: Q2 2026 in Review

Aventura Private Wealth held its Prudential Financial (PRU) position steady in Q2 2026 at 10 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Aventura Private Wealth first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Aventura Private Wealth held 10 shares of Prudential Financial worth $1.08K as of Q2 2026.
  • Aventura Private Wealth left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #887 holding.
  • Aventura Private Wealth first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • Aventura Private Wealth's Prudential Financial position peaked at $1.13K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.