Blue Bell Private Wealth Management’s Prudential Financial PRU Stock Holding History

Blue Bell Private 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	$20.6K	Sell	191 -475	-71%	-$48.3K	﹤0.01%	524
2026 Q1	$65.1K	Hold	666	–	–	0.01%	390
2025 Q4	$75.2K	Hold	666	–	–	0.01%	366
2025 Q3	$69.1K	Hold	666	–	–	0.01%	362
2025 Q2	$71.6K	Buy	666 +485	+268%	+$50.3K	0.01%	351
2025 Q1	$20.2K	Sell	181 -171	-49%	-$19.5K	﹤0.01%	459
2024 Q4	$41.7K	Sell	352 -33	-9%	-$4.07K	0.01%	379
2024 Q3	$46.6K	Buy	385 +33	+9%	+$3.9K	0.01%	373
2024 Q2	$41.3K	Hold	352	–	–	0.01%	375
2024 Q1	$41.3K	Buy	352 +3	+0.9%	+$323	0.01%	375
2023 Q4	$36.2K	Hold	349	–	–	0.01%	363
2023 Q3	$33.1K	Hold	349	–	–	0.01%	302
2023 Q2	$30.8K	Buy	349 +100	+40%	+$8.37K	0.01%	310
2023 Q1	$20.6K	Hold	249	–	–	0.01%	316
2022 Q4	$24.8K	Hold	249	–	–	0.01%	289
2022 Q3	$21K	Hold	249	–	–	0.01%	295
2022 Q2	$24K	Hold	249	–	–	0.01%	293
2022 Q1	$29K	Sell	249 -50	-17%	-$5.68K	0.01%	283
2021 Q4	$32K	Buy	+299	New	+$32.5K	0.01%	250
2016 Q4	–	Sell	-524	Closed	-$43K	–	369
2016 Q3	$43K	Sell	524 -32	-6%	-$2.46K	0.03%	225
2016 Q2	$40K	Hold	556	–	–	0.03%	235
2016 Q1	$40K	Hold	556	–	–	0.03%	240
2015 Q4	$45K	Hold	556	–	–	0.03%	223
2015 Q3	$42K	Sell	556 -97	-15%	-$8.14K	0.03%	235
2015 Q2	$57K	Buy	653 +13	+2%	+$1.1K	0.03%	204
2015 Q1	$51K	Buy	640 +32	+5%	+$2.59K	0.03%	215
2014 Q4	$54K	Hold	608	–	–	0.03%	216
2014 Q3	$53K	Hold	608	–	–	0.03%	226
2014 Q2	$54K	Sell	608 -100	-14%	-$8.41K	0.03%	211
2014 Q1	$60K	Hold	708	–	–	0.04%	176
2013 Q4	$65K	Buy	+708	New	+$60.4K	0.05%	168

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Blue Bell Private Wealth Management's PRU Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Prudential Financial (PRU) stake by 71% in Q2 2026, selling an estimated $48.3K and leaving 191 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Blue Bell Private Wealth Management first reported a position in PRU in Q4 2013 and has held it in 31 quarters since. The position peaked at $75.2K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Blue Bell Private Wealth Management held 191 shares of Prudential Financial worth $20.6K as of Q2 2026.
Blue Bell Private Wealth Management sold 475 Prudential Financial shares in Q2 2026, an estimated $48.3K.
Prudential Financial made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #524 holding.
Blue Bell Private Wealth Management first reported a position in Prudential Financial in Q4 2013 and has held it in 31 quarters since.
Blue Bell Private Wealth Management's Prudential Financial position peaked at $75.2K in Q4 2025.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.