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Beacon Pointe Advisors’s Prudential Financial PRU Stock Holding History

Beacon Pointe 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 		$1.2M Buy
11,141
+1,304
+13% +$133K 0.01% 965
2026
Q1 		$961K Buy
9,837
+1,470
+18% +$152K 0.01% 1013
2025
Q4 		$944K Buy
8,367
+2,854
+52% +$306K 0.01% 854
2025
Q3 		$572K Sell
5,513
-2,412
-30% -$254K ﹤0.01% 965
2025
Q2 		$851K Buy
7,925
+44
+0.6% +$4.56K 0.01% 716
2025
Q1 		$880K Buy
7,881
+188
+2% +$21.4K 0.01% 672
2024
Q4 		$912K Sell
7,693
-1,684
-18% -$208K 0.01% 660
2024
Q3 		$1.14M Sell
9,377
-1,118
-11% -$132K 0.01% 601
2024
Q2 		$1.23M Sell
10,495
-79
-0.7% -$9.12K 0.01% 587
2024
Q1 		$1.24M Sell
10,574
-1,420
-12% -$153K 0.01% 628
2023
Q4 		$1.24M Sell
11,994
-1,724
-13% -$165K 0.01% 603
2023
Q3 		$1.3M Buy
13,718
+6,884
+101% +$651K 0.02% 557
2023
Q2 		$603K Sell
6,834
-9,849
-59% -$824K 0.01% 662
2023
Q1 		$1.38M Buy
16,683
+9,696
+139% +$925K 0.02% 474
2022
Q4 		$695K Buy
6,987
+660
+10% +$66.8K 0.01% 592
2022
Q3 		$545K Buy
6,327
+23
+0.4% +$2.21K 0.01% 609
2022
Q2 		$602K Sell
6,304
-23,055
-79% -$2.44M 0.01% 592
2022
Q1 		$3.47M Buy
29,359
+21,362
+267% +$2.43M 0.05% 321
2021
Q4 		$866K Buy
7,997
+4,889
+157% +$531K 0.02% 402
2021
Q3 		$327K Sell
3,108
-6,141
-66% -$633K 0.01% 675
2021
Q2 		$948K Buy
+9,249
New +$945K 0.03% 348
2021
Q1 		– Sell
-2,713
Closed -$211K – 571
2020
Q4 		$211K Buy
+2,713
New +$196K 0.01% 461

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 Pointe Advisors's PRU Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Prudential Financial (PRU) stake by 13% in Q2 2026, buying an estimated $133K and bringing the position to 11,141 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #965.

Beacon Pointe Advisors first reported a position in PRU in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.47M in Q1 2022. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Beacon Pointe Advisors held 11,141 shares of Prudential Financial worth $1.2M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,304 Prudential Financial shares in Q2 2026, an estimated $133K.
  • Prudential Financial made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #965 holding.
  • Beacon Pointe Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Prudential Financial position peaked at $3.47M in Q1 2022.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.