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Confluence Wealth Services’s Prudential Financial PRU Stock Holding History

Confluence Wealth Services’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 		$1.17M Buy
10,857
+904
+9% +$91.9K 0.03% 204
2026
Q1 		$972K Buy
9,953
+2,474
+33% +$256K 0.04% 193
2025
Q4 		$844K Buy
7,479
+5,292
+242% +$567K 0.04% 203
2025
Q3 		$227K Sell
2,187
-9
-0.4% -$948 0.01% 344
2025
Q2 		$236K Sell
2,196
-293
-12% -$30.4K 0.01% 334
2025
Q1 		$253K Sell
2,489
-36
-1% -$4.1K 0.02% 308
2024
Q4 		$295K Sell
2,525
-33
-1% -$4.07K 0.02% 281
2024
Q3 		$310K Buy
2,558
+184
+8% +$21.8K 0.02% 276
2024
Q2 		$278K Buy
+2,374
New +$274K 0.02% 314
2022
Q1 		– Sell
-1,470
Closed -$159K – 918
2021
Q4 		$159K Buy
+1,470
New +$160K 0.05% 253

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

Confluence Wealth Services's PRU Position: Q2 2026 in Review

Confluence Wealth Services increased its Prudential Financial (PRU) stake by 9.1% in Q2 2026, buying an estimated $91.9K and bringing the position to 10,857 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #204.

Confluence Wealth Services first reported a position in PRU in Q4 2021 and has held it in 10 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Confluence Wealth Services held 10,857 shares of Prudential Financial worth $1.17M as of Q2 2026.
  • Confluence Wealth Services bought 904 Prudential Financial shares in Q2 2026, an estimated $91.9K.
  • Prudential Financial made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #204 holding.
  • Confluence Wealth Services first reported a position in Prudential Financial in Q4 2021 and has held it in 10 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.