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Beacon Investment Advisory Services’s Prudential Financial PRU Stock Holding History

Beacon Investment Advisory Services’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 		$96.4K Sell
893
-2
-0.2% -$203 ﹤0.01% 345
2026
Q1 		$87.4K Buy
+895
New +$92.7K ﹤0.01% 351
2025
Q1 		– Sell
-2,469
Closed -$293K – 246
2024
Q4 		$293K Sell
2,469
-553
-18% -$68.3K 0.01% 210
2024
Q3 		$366K Sell
3,022
-402
-12% -$47.5K 0.02% 202
2024
Q2 		$401K Sell
3,424
-843
-20% -$97.3K 0.02% 189
2024
Q1 		$501K Sell
4,267
-599
-12% -$64.5K 0.02% 177
2023
Q4 		$505K Sell
4,866
-520
-10% -$49.9K 0.02% 180
2023
Q3 		$511K Sell
5,386
-196
-4% -$18.5K 0.03% 191
2023
Q2 		$492K Buy
5,582
+855
+18% +$71.5K 0.02% 197
2023
Q1 		$391K Buy
4,727
+204
+5% +$19.5K 0.02% 207
2022
Q4 		$450K Sell
4,523
-20
-0.4% -$2.03K 0.02% 194
2022
Q3 		$390K Sell
4,543
-490
-10% -$47.2K 0.02% 203
2022
Q2 		$482K Buy
5,033
+659
+15% +$69.8K 0.03% 193
2022
Q1 		$517K Buy
4,374
+270
+7% +$30.7K 0.02% 204
2021
Q4 		$444K Buy
+4,104
New +$446K 0.02% 222

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

Beacon Investment Advisory Services's PRU Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Prudential Financial (PRU) stake by 0.22% in Q2 2026, selling an estimated $203 and leaving 893 shares worth $96.4K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Beacon Investment Advisory Services first reported a position in PRU in Q4 2021 and has held it in 15 quarters since. The position peaked at $517K in Q1 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Beacon Investment Advisory Services held 893 shares of Prudential Financial worth $96.4K as of Q2 2026.
  • Beacon Investment Advisory Services sold 2 Prudential Financial shares in Q2 2026, an estimated $203.
  • Prudential Financial made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #345 holding.
  • Beacon Investment Advisory Services first reported a position in Prudential Financial in Q4 2021 and has held it in 15 quarters since.
  • Beacon Investment Advisory Services's Prudential Financial position peaked at $517K in Q1 2022.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.