AW
PRU icon

Avion Wealth’s Prudential Financial PRU Stock Holding History

Avion 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 		$15K Buy
140
+10
+8% +$1.02K ﹤0.01% 470
2026
Q1 		$12K Sell
130
-5
-4% -$518 ﹤0.01% 449
2025
Q4 		$15K Hold
135
– – ﹤0.01% 402
2025
Q3 		$14K Sell
135
-9
-6% -$948 ﹤0.01% 406
2025
Q2 		$15K Buy
144
+20
+16% +$2.07K ﹤0.01% 375
2025
Q1 		$14K Hold
124
– – ﹤0.01% 338
2024
Q4 		$14K Buy
124
+5
+4% +$617 ﹤0.01% 338
2024
Q3 		$14K Buy
119
+4
+3% +$473 ﹤0.01% 311
2024
Q2 		$13K Buy
115
+47
+69% +$5.42K ﹤0.01% 290
2024
Q1 		$8K Sell
68
-85
-56% -$9.16K ﹤0.01% 360
2023
Q4 		$16K Sell
153
-95
-38% -$9.11K ﹤0.01% 233
2023
Q3 		$23K Buy
248
+48
+24% +$4.54K 0.01% 203
2023
Q2 		$17K Buy
200
+100
+100% +$8.37K ﹤0.01% 245
2023
Q1 		$9K Sell
100
-100
-50% -$9.54K ﹤0.01% 268
2022
Q4 		$17K Hold
200
– – 0.01% 226
2022
Q3 		$17K Hold
200
– – 0.01% 227
2022
Q2 		$19K Buy
+200
New +$21.2K 0.01% 205
2020
Q4 		– Sell
-42
Closed -$3K – 373
2020
Q3 		$3K Hold
42
– – ﹤0.01% 258
2020
Q2 		$3K Hold
42
– – ﹤0.01% 234
2020
Q1 		$2K Buy
+42
New +$3.34K ﹤0.01% 270

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

Avion Wealth's PRU Position: Q2 2026 in Review

Avion Wealth increased its Prudential Financial (PRU) stake by 7.7% in Q2 2026, buying an estimated $1.02K and bringing the position to 140 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Avion Wealth first reported a position in PRU in Q1 2020 and has held it in 20 quarters since. The position peaked at $23K in Q3 2023. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Avion Wealth held 140 shares of Prudential Financial worth $15K as of Q2 2026.
  • Avion Wealth bought 10 Prudential Financial shares in Q2 2026, an estimated $1.02K.
  • Prudential Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #470 holding.
  • Avion Wealth first reported a position in Prudential Financial in Q1 2020 and has held it in 20 quarters since.
  • Avion Wealth's Prudential Financial position peaked at $23K in Q3 2023.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.