Bay Harbor Wealth Management’s Prudential Financial PRU Stock Holding History

Bay Harbor 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	$169K	Buy	1,563 +1,523	+3,808%	+$155K	0.04%	71
2026 Q1	$3.91K	Buy	40 +6	+18%	+$621	﹤0.01%	388
2025 Q4	$3.84K	Sell	34 -53	-61%	-$5.68K	﹤0.01%	336
2025 Q3	$9.03K	Buy	87 +9	+12%	+$948	﹤0.01%	154
2025 Q2	$8.38K	Buy	78 +4	+5%	+$414	﹤0.01%	151
2025 Q1	$8.26K	Buy	74 +9	+14%	+$1.02K	﹤0.01%	125
2024 Q4	$7.7K	Hold	65	–	–	﹤0.01%	128
2024 Q3	$7.87K	Hold	65	–	–	﹤0.01%	124
2024 Q2	$7.62K	Hold	65	–	–	﹤0.01%	119
2024 Q1	$7.63K	Hold	65	–	–	﹤0.01%	122
2023 Q4	$6.74K	Hold	65	–	–	﹤0.01%	121
2023 Q3	$6.17K	Hold	65	–	–	﹤0.01%	116
2023 Q2	$5.73K	Hold	65	–	–	﹤0.01%	123
2023 Q1	$5.38K	Hold	65	–	–	﹤0.01%	120
2022 Q4	$6K	Hold	65	–	–	﹤0.01%	142
2022 Q3	$6K	Buy	+65	New	+$6.26K	﹤0.01%	146
2019 Q1	–	Sell	-371	Closed	-$30K	–	417
2018 Q4	$30K	Buy	+371	New	+$34.2K	0.02%	195

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

Bay Harbor Wealth Management's PRU Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Prudential Financial (PRU) stake by 3,808% in Q2 2026, buying an estimated $155K and bringing the position to 1,563 shares worth $169K. The position accounts for 0.04% of the portfolio, ranked #71.

Bay Harbor Wealth Management first reported a position in PRU in Q4 2018 and has held it in 17 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Bay Harbor Wealth Management held 1,563 shares of Prudential Financial worth $169K as of Q2 2026.
Bay Harbor Wealth Management bought 1,523 Prudential Financial shares in Q2 2026, an estimated $155K.
Prudential Financial made up 0.04% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #71 holding.
Bay Harbor Wealth Management first reported a position in Prudential Financial in Q4 2018 and has held it in 17 quarters since.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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