Beaird Harris Wealth Management’s Prudential Financial PRU Stock Holding History

Beaird Harris 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	$432	Hold	4	–	–	﹤0.01%	607
2026 Q1	$391	Sell	4 -15	-79%	-$1.55K	﹤0.01%	583
2025 Q4	$2.15K	Hold	19	–	–	﹤0.01%	519
2025 Q3	$1.97K	Buy	19 +4	+27%	+$421	﹤0.01%	512
2025 Q2	$1.61K	Hold	15	–	–	﹤0.01%	515
2025 Q1	$1.68K	Hold	15	–	–	﹤0.01%	457
2024 Q4	$1.78K	Hold	15	–	–	﹤0.01%	450
2024 Q3	$1.82K	Hold	15	–	–	﹤0.01%	449
2024 Q2	$1.76K	Hold	15	–	–	﹤0.01%	549
2024 Q1	$1.76K	Hold	15	–	–	﹤0.01%	486
2023 Q4	$1.56K	Buy	+15	New	+$1.44K	﹤0.01%	492
2023 Q3	–	Sell	-103	Closed	-$9.09K	–	475
2023 Q2	$9.09K	Hold	103	–	–	﹤0.01%	272
2023 Q1	$8.52K	Sell	103 -48	-32%	-$4.58K	﹤0.01%	281
2022 Q4	$15K	Buy	151 +7	+5%	+$709	﹤0.01%	291
2022 Q3	$12K	Hold	144	–	–	﹤0.01%	266
2022 Q2	$14K	Hold	144	–	–	﹤0.01%	227
2022 Q1	$17K	Hold	144	–	–	0.01%	266
2021 Q4	$16K	Buy	+144	New	+$15.6K	0.01%	346

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Beaird Harris Wealth Management's PRU Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Prudential Financial (PRU) position steady in Q2 2026 at 4 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Beaird Harris Wealth Management first reported a position in PRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $17K in Q1 2022. 215 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Beaird Harris Wealth Management held 4 shares of Prudential Financial worth $432 as of Q2 2026.
Beaird Harris Wealth Management left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #607 holding.
Beaird Harris Wealth Management first reported a position in Prudential Financial in Q4 2021 and has held it in 18 quarters since.
Beaird Harris Wealth Management's Prudential Financial position peaked at $17K in Q1 2022.
215 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.