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Axxcess Wealth Management’s Prudential Financial PRU Stock Holding History

Axxcess 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 		$1.44M Sell
13,329
-311
-2% -$31.6K 0.02% 447
2026
Q1 		$1.33M Sell
13,640
-1,140
-8% -$118K 0.04% 218
2025
Q4 		$1.67M Buy
14,780
+5,690
+63% +$610K 0.03% 408
2025
Q3 		$943K Buy
9,090
+247
+3% +$26K 0.02% 458
2025
Q2 		$950K Sell
8,843
-210
-2% -$21.8K 0.02% 439
2025
Q1 		$1.01M Buy
9,053
+2,058
+29% +$234K 0.03% 393
2024
Q4 		$829K Sell
6,995
-110
-2% -$13.6K 0.02% 437
2024
Q3 		$860K Buy
7,105
+13
+0.2% +$1.54K 0.02% 424
2024
Q2 		$831K Sell
7,092
-2,458
-26% -$284K 0.02% 412
2024
Q1 		$1.12M Buy
9,550
+1,141
+14% +$123K 0.03% 351
2023
Q4 		$872K Sell
8,409
-3,925
-32% -$376K 0.03% 387
2023
Q3 		$1.17M Buy
+12,334
New +$1.17M 0.04% 290
2023
Q2 		– Sell
-3,677
Closed -$304K – 665
2023
Q1 		$304K Sell
3,677
-2,067
-36% -$197K 0.02% 479
2022
Q4 		$571K Buy
5,744
+3,005
+110% +$304K 0.05% 333
2022
Q3 		$235K Sell
2,739
-107
-4% -$10.3K 0.02% 458
2022
Q2 		$272K Buy
2,846
+180
+7% +$19.1K 0.03% 423
2022
Q1 		$315K Sell
2,666
-243
-8% -$27.6K 0.02% 463
2021
Q4 		$315K Buy
+2,909
New +$316K 0.02% 462

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

Axxcess Wealth Management's PRU Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Prudential Financial (PRU) stake by 2.3% in Q2 2026, selling an estimated $31.6K and leaving 13,329 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #447.

Axxcess Wealth Management first reported a position in PRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.67M in Q4 2025. 1,406 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Axxcess Wealth Management held 13,329 shares of Prudential Financial worth $1.44M as of Q2 2026.
  • Axxcess Wealth Management sold 311 Prudential Financial shares in Q2 2026, an estimated $31.6K.
  • Prudential Financial made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #447 holding.
  • Axxcess Wealth Management first reported a position in Prudential Financial in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Prudential Financial position peaked at $1.67M in Q4 2025.
  • 1,406 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.