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Carson Advisory’s Prudential Financial PRU Stock Holding History

Carson Advisory’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 		$922K Sell
8,547
-99
-1% -$10.1K 0.42% 57
2026
Q1 		$845K Buy
8,646
+1
+0% +$104 0.44% 55
2025
Q4 		$976K Buy
8,645
+804
+10% +$86.2K 0.51% 51
2025
Q3 		$813K Sell
7,841
-360
-4% -$37.9K 0.44% 55
2025
Q2 		$881K Buy
8,201
+1
+0% +$104 0.56% 49
2025
Q1 		$916K Sell
8,200
-199
-2% -$22.7K 0.62% 42
2024
Q4 		$996K Sell
8,399
-200
-2% -$24.7K 0.69% 38
2024
Q3 		$1.04M Sell
8,599
-99
-1% -$11.7K 0.65% 39
2024
Q2 		$1.02M Sell
8,698
-299
-3% -$34.5K 0.72% 35
2024
Q1 		$1.06M Hold
8,997
– – 0.74% 34
2023
Q4 		$933K Buy
8,997
+201
+2% +$19.3K 0.73% 37
2023
Q3 		$835K Buy
8,796
+100
+1% +$9.46K 0.73% 38
2023
Q2 		$767K Buy
8,696
+26
+0.3% +$2.17K 0.65% 45
2023
Q1 		$717K Buy
8,670
+151
+2% +$14.4K 0.64% 47
2022
Q4 		$847K Sell
8,519
-500
-6% -$50.6K 0.81% 36
2022
Q3 		$774K Sell
9,019
-168
-2% -$16.2K 0.86% 35
2022
Q2 		$879K Buy
9,187
+500
+6% +$52.9K 0.98% 31
2022
Q1 		$1.03M Hold
8,687
– – 1.02% 26
2021
Q4 		$940K Buy
+8,687
New +$943K 0.95% 29

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

Carson Advisory's PRU Position: Q2 2026 in Review

Carson Advisory reduced its Prudential Financial (PRU) stake by 1.1% in Q2 2026, selling an estimated $10.1K and leaving 8,547 shares worth $922K. The position accounts for 0.42% of the portfolio, ranked #57.

Carson Advisory first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Carson Advisory held 8,547 shares of Prudential Financial worth $922K as of Q2 2026.
  • Carson Advisory sold 99 Prudential Financial shares in Q2 2026, an estimated $10.1K.
  • Prudential Financial made up 0.42% of Carson Advisory's portfolio in Q2 2026, its #57 holding.
  • Carson Advisory first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Prudential Financial position peaked at $1.06M in Q1 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.