Ballast Advisors’s Prudential Financial PRU Stock Holding History

Ballast Advisors’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	–	Sell	-135	Closed	-$13.2K	–	341
2026 Q1	$13.2K	Buy	+135	New	+$14K	﹤0.01%	301

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ballast Advisors's PRU Position: Q2 2026 in Review

Ballast Advisors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 135 shares — an estimated $13.2K sold.

Ballast Advisors first reported a position in PRU in Q1 2026 and held it in 1 quarter. The position peaked at $13.2K in Q1 2026. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Ballast Advisors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 135 Prudential Financial shares in Q2 2026, an estimated $13.2K.
Ballast Advisors first reported a position in Prudential Financial in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Prudential Financial position peaked at $13.2K in Q1 2026.
1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.