Corient Private Wealth
PRU icon

Corient Private Wealth’s Prudential Financial PRU Stock Holding History

Corient Private Wealth’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 		$15.6M Sell
144,698
-25,770
-15% -$2.62M 0.02% 513
2026
Q1 		$16.6M Buy
170,468
+89,082
+109% +$9.23M 0.02% 444
2025
Q4 		$9.19M Buy
81,386
+6,585
+9% +$706K 0.01% 586
2025
Q3 		$7.76M Sell
74,801
-5,047
-6% -$531K 0.01% 576
2025
Q2 		$8.58M Sell
79,848
-3,860
-5% -$400K 0.01% 554
2025
Q1 		$9.26M Sell
83,708
-2,502
-3% -$285K 0.02% 535
2024
Q4 		$10.2M Sell
86,210
-19,562
-18% -$2.42M 0.02% 512
2024
Q3 		$12.8M Buy
105,772
+17,228
+19% +$2.04M 0.02% 503
2024
Q2 		$10.4M Sell
88,544
-1,902
-2% -$220K 0.02% 519
2024
Q1 		$10.6M Buy
90,446
+335
+0.4% +$36.1K 0.02% 512
2023
Q4 		$9.35M Buy
90,111
+3,089
+4% +$296K 0.02% 536
2023
Q3 		$8.26M Buy
87,022
+1,483
+2% +$140K 0.02% 519
2023
Q2 		$7.55M Sell
85,539
-9,557
-10% -$800K 0.02% 527
2023
Q1 		$7.82M Buy
95,096
+8,250
+9% +$787K 0.02% 474
2022
Q4 		$8.64M Buy
+86,846
New +$8.8M 0.03% 393

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

Corient Private Wealth's PRU Position: Q2 2026 in Review

Corient Private Wealth reduced its Prudential Financial (PRU) stake by 15% in Q2 2026, selling an estimated $2.62M and leaving 144,698 shares worth $15.6M. The position accounts for 0.02% of the portfolio, ranked #513.

Corient Private Wealth first reported a position in PRU in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.6M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Corient Private Wealth held 144,698 shares of Prudential Financial worth $15.6M as of Q2 2026.
  • Corient Private Wealth sold 25,770 Prudential Financial shares in Q2 2026, an estimated $2.62M.
  • Prudential Financial made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #513 holding.
  • Corient Private Wealth first reported a position in Prudential Financial in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Prudential Financial position peaked at $16.6M in Q1 2026.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.