Brown Financial Advisors’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$468K Sell
4,334
-24
-0.6% -$2.44K 0.16% 122
2026
Q1
$426K Buy
4,358
+121
+3% +$12.5K 0.16% 123
2025
Q4
$478K Sell
4,237
-287
-6% -$30.8K 0.18% 113
2025
Q3
$469K Buy
+4,524
New +$476K 0.17% 110

Other funds holding PRU

Brown Financial Advisors's PRU Position: Q2 2026 in Review

Brown Financial Advisors reduced its Prudential Financial (PRU) stake by 0.55% in Q2 2026, selling an estimated $2.44K and leaving 4,334 shares worth $468K. The position accounts for 0.16% of the portfolio, ranked #122.

Brown Financial Advisors first reported a position in PRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $478K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Brown Financial Advisors held 4,334 shares of Prudential Financial worth $468K as of Q2 2026.
  • Brown Financial Advisors sold 24 Prudential Financial shares in Q2 2026, an estimated $2.44K.
  • Prudential Financial made up 0.16% of Brown Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • Brown Financial Advisors first reported a position in Prudential Financial in Q3 2025 and has held it in 4 quarters since.
  • Brown Financial Advisors's Prudential Financial position peaked at $478K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.