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BSW Wealth Partners’s Prudential Financial PRU Stock Holding History

BSW 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 		$263K Buy
2,436
+148
+6% +$15.1K 0.03% 275
2026
Q1 		$224K Sell
2,288
-101
-4% -$10.5K 0.03% 288
2025
Q4 		$270K Buy
2,389
+44
+2% +$4.72K 0.03% 265
2025
Q3 		$243K Sell
2,345
-150
-6% -$15.8K 0.03% 283
2025
Q2 		$268K Buy
2,495
+180
+8% +$18.6K 0.04% 262
2025
Q1 		$259K Sell
2,315
-96
-4% -$10.9K 0.04% 253
2024
Q4 		$286K Buy
2,411
+1
+0% +$123 0.04% 238
2024
Q3 		$292K Sell
2,410
-98
-4% -$11.6K 0.04% 233
2024
Q2 		$294K Sell
2,508
-43
-2% -$4.96K 0.05% 213
2024
Q1 		$300K Sell
2,551
-2,516
-50% -$271K 0.05% 222
2023
Q4 		$525K Buy
5,067
+61
+1% +$5.85K 0.1% 118
2023
Q3 		$475K Buy
5,006
+250
+5% +$23.6K 0.11% 115
2023
Q2 		$420K Sell
4,756
-173
-4% -$14.5K 0.09% 132
2023
Q1 		$408K Sell
4,929
-190
-4% -$18.1K 0.08% 169
2022
Q4 		$509K Sell
5,119
-1,211
-19% -$123K 0.11% 132
2022
Q3 		$543K Sell
6,330
-141
-2% -$13.6K 0.13% 106
2022
Q2 		$619K Sell
6,471
-18
-0.3% -$1.91K 0.15% 100
2022
Q1 		$767K Buy
6,489
+144
+2% +$16.4K 0.19% 81
2021
Q4 		$687K Buy
6,345
+17
+0.3% +$1.85K 0.17% 87
2021
Q3 		$666K Buy
6,328
+532
+9% +$54.8K 0.19% 71
2021
Q2 		$594K Buy
5,796
+684
+13% +$69.9K 0.16% 84
2021
Q1 		$466K Buy
5,112
+612
+14% +$52.4K 0.13% 92
2020
Q4 		$351K Sell
4,500
-22
-0.5% -$1.59K 0.11% 108
2020
Q3 		$287K Buy
+4,522
New +$297K 0.11% 104

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

BSW Wealth Partners increased its Prudential Financial (PRU) stake by 6.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,436 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #275.

BSW Wealth Partners first reported a position in PRU in Q3 2020 and has held it in 24 quarters since. The position peaked at $767K in Q1 2022. 614 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • BSW Wealth Partners held 2,436 shares of Prudential Financial worth $263K as of Q2 2026.
  • BSW Wealth Partners bought 148 Prudential Financial shares in Q2 2026, an estimated $15.1K.
  • Prudential Financial made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #275 holding.
  • BSW Wealth Partners first reported a position in Prudential Financial in Q3 2020 and has held it in 24 quarters since.
  • BSW Wealth Partners's Prudential Financial position peaked at $767K in Q1 2022.
  • 614 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.