Buck Wealth Strategies’s Prudential Financial PRU Stock Holding History

Buck Wealth Strategies’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	$2.26K	Buy	+21	New	+$2.13K	﹤0.01%	846
2025 Q1	–	Sell	-6,521	Closed	-$773K	–	133
2024 Q4	$773K	Buy	6,521 +2,699	+71%	+$333K	0.16%	56
2024 Q3	$463K	Sell	3,822 -2,024	-35%	-$239K	0.15%	55
2024 Q2	$685K	Sell	5,846 -46,715	-89%	-$5.39M	0.2%	48
2024 Q1	$6.17M	Buy	52,561 +46,366	+748%	+$5M	2.12%	18
2023 Q4	$642K	Sell	6,195 -269	-4%	-$25.8K	0.24%	39
2023 Q3	$613K	Buy	6,464 +5,737	+789%	+$543K	0.25%	45
2023 Q2	$64.1K	Buy	+727	New	+$60.8K	0.03%	66
2022 Q3	$232K	Buy	+2,442	New	+$235K	0.11%	48

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

Buck Wealth Strategies's PRU Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Prudential Financial (PRU) in Q2 2026: 21 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in PRU as recently as Q4 2024.

Buck Wealth Strategies first reported a position in PRU in Q3 2022 and has held it in 9 quarters since. The position peaked at $6.17M in Q1 2024. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Buck Wealth Strategies held 21 shares of Prudential Financial worth $2.26K as of Q2 2026.
Prudential Financial was a new Buck Wealth Strategies position in Q2 2026.
Prudential Financial made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #846 holding.
Buck Wealth Strategies first reported a position in Prudential Financial in Q3 2022 and has held it in 9 quarters since.
Buck Wealth Strategies's Prudential Financial position peaked at $6.17M in Q1 2024.
1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.