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Bernard Wealth Management’s Prudential Financial PRU Stock Holding History

Bernard 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 		$5.4K Hold
50
– – ﹤0.01% 248
2026
Q1 		$4.88K Hold
50
– – ﹤0.01% 251
2025
Q4 		$5.64K Hold
50
– – ﹤0.01% 241
2025
Q3 		$5.19K Hold
50
– – ﹤0.01% 238
2025
Q2 		$5.37K Sell
50
-35
-41% -$3.63K ﹤0.01% 234
2025
Q1 		$9.49K Buy
85
+35
+70% +$3.99K ﹤0.01% 225
2024
Q4 		$5.93K Buy
+50
New +$6.17K ﹤0.01% 229

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

Bernard Wealth Management's PRU Position: Q2 2026 in Review

Bernard Wealth Management held its Prudential Financial (PRU) position steady in Q2 2026 at 50 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Bernard Wealth Management first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.49K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Bernard Wealth Management held 50 shares of Prudential Financial worth $5.4K as of Q2 2026.
  • Bernard Wealth Management left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Bernard Wealth Management first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Prudential Financial position peaked at $9.49K in Q1 2025.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.