Baron Silver Stevens Financial Advisors’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
$265K Hold
2,451
0.03% 127
2026
Q1
$239K Buy
2,451
+102
+4% +$10.6K 0.03% 122
2025
Q4
$265K Buy
+2,349
New +$252K 0.04% 112
2021
Q1
Sell
-59
Closed -$4K 362
2020
Q4
$4K Buy
+59
New +$4.26K ﹤0.01% 341

Other funds holding PRU

Baron Silver Stevens Financial Advisors's PRU Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors held its Prudential Financial (PRU) position steady in Q2 2026 at 2,451 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #127.

Baron Silver Stevens Financial Advisors first reported a position in PRU in Q4 2020 and has held it in 4 quarters since. The position peaked at $265K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 2,451 shares of Prudential Financial worth $265K as of Q2 2026.
  • Baron Silver Stevens Financial Advisors left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 4 quarters since.
  • Baron Silver Stevens Financial Advisors's Prudential Financial position peaked at $265K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.