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Cassaday & Co Wealth Management’s Prudential Financial PRU Stock Holding History

Cassaday & Co Wealth Management’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 		$75.4K Buy
699
+33
+5% +$3.36K ﹤0.01% 543
2026
Q1 		$65.1K Buy
+666
New +$69K ﹤0.01% 559

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

Cassaday & Co Wealth Management's PRU Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Prudential Financial (PRU) stake by 5% in Q2 2026, buying an estimated $3.36K and bringing the position to 699 shares worth $75.4K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Cassaday & Co Wealth Management first reported a position in PRU in Q1 2026 and has held it in 2 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Cassaday & Co Wealth Management held 699 shares of Prudential Financial worth $75.4K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 33 Prudential Financial shares in Q2 2026, an estimated $3.36K.
  • Prudential Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Cassaday & Co Wealth Management first reported a position in Prudential Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.