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BlueStem Wealth Partners’s Prudential Financial PRU Stock Holding History

BlueStem Wealth Partners’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 		$641K Buy
5,941
+88
+2% +$8.95K 0.06% 74
2026
Q1 		$572K Buy
5,853
+1,079
+23% +$112K 0.06% 79
2025
Q4 		$539K Buy
4,774
+1,121
+31% +$120K 0.06% 75
2025
Q3 		$379K Buy
3,653
+57
+2% +$6K 0.04% 82
2025
Q2 		$386K Buy
3,596
+21
+0.6% +$2.18K 0.05% 76
2025
Q1 		$399K Sell
3,575
-22
-0.6% -$2.51K 0.05% 65
2024
Q4 		$426K Buy
+3,597
New +$444K 0.06% 65

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

BlueStem Wealth Partners's PRU Position: Q2 2026 in Review

BlueStem Wealth Partners increased its Prudential Financial (PRU) stake by 1.5% in Q2 2026, buying an estimated $8.95K and bringing the position to 5,941 shares worth $641K. The position accounts for 0.06% of the portfolio, ranked #74.

BlueStem Wealth Partners first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. 1,414 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • BlueStem Wealth Partners held 5,941 shares of Prudential Financial worth $641K as of Q2 2026.
  • BlueStem Wealth Partners bought 88 Prudential Financial shares in Q2 2026, an estimated $8.95K.
  • Prudential Financial made up 0.06% of BlueStem Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • BlueStem Wealth Partners first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.