Carolina Wealth Advisors’s Prudential Financial PRU Stock Holding History

Carolina Wealth Advisors’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	$25.4K	Hold	235	–	–	0.01%	147
2026 Q1	$23K	Hold	235	–	–	0.01%	130
2025 Q4	$26.5K	Hold	235	–	–	0.01%	140
2025 Q3	$24.4K	Hold	235	–	–	0.01%	135
2025 Q2	$25.2K	Hold	235	–	–	0.01%	114
2025 Q1	$26.2K	Hold	235	–	–	0.01%	107
2024 Q4	$27.9K	Hold	235	–	–	0.02%	113
2024 Q3	$28.5K	Sell	235 -4,798	-95%	-$567K	0.01%	137
2024 Q2	$590K	Buy	5,033 +55	+1%	+$6.35K	0.29%	48
2024 Q1	$585K	Buy	4,978 +54	+1%	+$5.82K	0.32%	48
2023 Q4	$511K	Hold	4,924	–	–	0.26%	56
2023 Q3	$467K	Buy	4,924 +4,689	+1,995%	+$444K	0.26%	62
2023 Q2	$20.7K	Hold	235	–	–	0.01%	128
2023 Q1	$19.4K	Hold	235	–	–	0.01%	131
2022 Q4	$23K	Hold	235	–	–	0.01%	123
2022 Q3	$20K	Hold	235	–	–	0.02%	125
2022 Q2	$22K	Hold	235	–	–	0.01%	142
2022 Q1	$28K	Hold	235	–	–	0.02%	143
2021 Q4	$25K	Hold	235	–	–	0.01%	159
2021 Q3	$25K	Hold	235	–	–	0.02%	153
2021 Q2	$24K	Hold	235	–	–	0.02%	159
2021 Q1	$21K	Hold	235	–	–	0.02%	168
2020 Q4	$18K	Hold	235	–	–	0.01%	121
2020 Q3	$15K	Buy	235 +141	+150%	+$9.27K	0.01%	112
2020 Q2	$6K	Hold	94	–	–	0.01%	133
2020 Q1	$5K	Buy	+94	New	+$7.47K	0.01%	131

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Carolina Wealth Advisors's PRU Position: Q2 2026 in Review

Carolina Wealth Advisors held its Prudential Financial (PRU) position steady in Q2 2026 at 235 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #147.

Carolina Wealth Advisors first reported a position in PRU in Q1 2020 and has held it in 26 quarters since. The position peaked at $590K in Q2 2024. 215 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Carolina Wealth Advisors held 235 shares of Prudential Financial worth $25.4K as of Q2 2026.
Carolina Wealth Advisors left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Carolina Wealth Advisors first reported a position in Prudential Financial in Q1 2020 and has held it in 26 quarters since.
Carolina Wealth Advisors's Prudential Financial position peaked at $590K in Q2 2024.
215 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.