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Bell Investment Advisors’s Prudential Financial PRU Stock Holding History

Bell 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 		$10.5K Sell
97
-68
-41% -$6.92K ﹤0.01% 692
2026
Q1 		$16.1K Sell
165
-60
-27% -$6.21K ﹤0.01% 513
2025
Q4 		$25.4K Buy
225
+21
+10% +$2.25K ﹤0.01% 379
2025
Q3 		$21.2K Sell
204
-62
-23% -$6.53K ﹤0.01% 399
2025
Q2 		$28.6K Buy
266
+33
+14% +$3.42K ﹤0.01% 335
2025
Q1 		$26K Sell
233
-5
-2% -$570 ﹤0.01% 323
2024
Q4 		$28.2K Buy
238
+14
+6% +$1.73K 0.01% 307
2024
Q3 		$27.1K Hold
224
– – 0.01% 336
2024
Q2 		$26.3K Buy
224
+73
+48% +$8.43K 0.01% 331
2024
Q1 		$17.7K Hold
151
– – ﹤0.01% 404
2023
Q4 		$15.7K Buy
151
+30
+25% +$2.88K ﹤0.01% 414
2023
Q3 		$11.5K Buy
121
+8
+7% +$757 ﹤0.01% 457
2023
Q2 		$9.97K Buy
113
+17
+18% +$1.42K ﹤0.01% 515
2023
Q1 		$7.94K Sell
96
-37
-28% -$3.53K ﹤0.01% 569
2022
Q4 		$13.2K Buy
133
+38
+40% +$3.85K ﹤0.01% 400
2022
Q3 		$8K Sell
95
-11
-10% -$1.06K ﹤0.01% 498
2022
Q2 		$10K Buy
+106
New +$11.2K ﹤0.01% 431
2021
Q4 		$29K Sell
267
-39
-13% -$4.24K 0.01% 238
2021
Q3 		$32K Buy
+306
New +$31.5K 0.01% 204

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

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

Bell Investment Advisors reduced its Prudential Financial (PRU) stake by 41% in Q2 2026, selling an estimated $6.92K and leaving 97 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Bell Investment Advisors first reported a position in PRU in Q3 2021 and has held it in 19 quarters since. The position peaked at $32K in Q3 2021. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Bell Investment Advisors held 97 shares of Prudential Financial worth $10.5K as of Q2 2026.
  • Bell Investment Advisors sold 68 Prudential Financial shares in Q2 2026, an estimated $6.92K.
  • Prudential Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #692 holding.
  • Bell Investment Advisors first reported a position in Prudential Financial in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Prudential Financial position peaked at $32K in Q3 2021.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.