Beacon Investment Advisors’s Prudential Financial PRU Stock Holding History

Beacon Investment 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	$560K	Buy	5,189 +10	+0.2%	+$1.02K	0.18%	112
2026 Q1	$506K	Sell	5,179 -80	-2%	-$8.29K	0.19%	102
2025 Q4	$594K	Sell	5,259 -26	-0.5%	-$2.79K	0.24%	91
2025 Q3	$548K	Buy	5,285 +11	+0.2%	+$1.16K	0.22%	94
2025 Q2	$565K	Buy	5,274 +12	+0.2%	+$1.24K	0.24%	92
2025 Q1	$588K	Buy	5,262 +11	+0.2%	+$1.25K	0.28%	90
2024 Q4	$622K	Sell	5,251 -11	-0.2%	-$1.36K	0.29%	83
2024 Q3	$637K	Buy	5,262 +9	+0.2%	+$1.06K	0.3%	86
2024 Q2	$616K	Buy	+5,253	New	+$606K	0.31%	80

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

Beacon Investment Advisors's PRU Position: Q2 2026 in Review

Beacon Investment Advisors increased its Prudential Financial (PRU) stake by 0.19% in Q2 2026, buying an estimated $1.02K and bringing the position to 5,189 shares worth $560K. The position accounts for 0.18% of the portfolio, ranked #112.

Beacon Investment Advisors first reported a position in PRU in Q2 2024 and has held it in 9 quarters since. The position peaked at $637K in Q3 2024. 1,413 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Beacon Investment Advisors held 5,189 shares of Prudential Financial worth $560K as of Q2 2026.
Beacon Investment Advisors bought 10 Prudential Financial shares in Q2 2026, an estimated $1.02K.
Prudential Financial made up 0.18% of Beacon Investment Advisors's portfolio in Q2 2026, its #112 holding.
Beacon Investment Advisors first reported a position in Prudential Financial in Q2 2024 and has held it in 9 quarters since.
Beacon Investment Advisors's Prudential Financial position peaked at $637K in Q3 2024.
1,413 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.