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CreativeOne Wealth’s Prudential Financial PRU Stock Holding History

CreativeOne 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 		$3.48M Buy
32,280
+1,285
+4% +$131K 0.08% 256
2026
Q1 		$3.03M Buy
30,995
+11,840
+62% +$1.23M 0.07% 262
2025
Q4 		$2.16M Buy
19,155
+1,425
+8% +$153K 0.05% 322
2025
Q3 		$1.84M Buy
17,730
+580
+3% +$61.1K 0.04% 358
2025
Q2 		$1.84M Buy
17,150
+1,555
+10% +$161K 0.05% 367
2025
Q1 		$1.74M Sell
15,595
-4,243
-21% -$483K 0.05% 329
2024
Q4 		$2.35M Buy
19,838
+3,392
+21% +$419K 0.07% 252
2024
Q3 		$1.99M Buy
16,446
+6,209
+61% +$734K 0.07% 265
2024
Q2 		$1.2M Buy
10,237
+1,834
+22% +$212K 0.06% 285
2024
Q1 		$986K Buy
8,403
+3,543
+73% +$382K 0.04% 382
2023
Q4 		$504K Buy
4,860
+408
+9% +$39.1K 0.03% 367
2023
Q3 		$422K Sell
4,452
-241
-5% -$22.8K 0.03% 367
2023
Q2 		$415K Buy
4,693
+410
+10% +$34.3K 0.02% 547
2023
Q1 		$354K Buy
4,283
+142
+3% +$13.6K 0.02% 574
2022
Q4 		$412K Buy
4,141
+269
+7% +$27.2K 0.02% 484
2022
Q3 		$332K Sell
3,872
-304
-7% -$29.3K 0.02% 509
2022
Q2 		$399K Buy
4,176
+201
+5% +$21.3K 0.02% 463
2022
Q1 		$470K Buy
3,975
+581
+17% +$66.1K 0.02% 448
2021
Q4 		$367K Buy
3,394
+1,098
+48% +$119K 0.02% 538
2021
Q3 		$242K Buy
+2,296
New +$237K 0.01% 611

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

CreativeOne Wealth's PRU Position: Q2 2026 in Review

CreativeOne Wealth increased its Prudential Financial (PRU) stake by 4.1% in Q2 2026, buying an estimated $131K and bringing the position to 32,280 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #256.

CreativeOne Wealth first reported a position in PRU in Q3 2021 and has held it in 20 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • CreativeOne Wealth held 32,280 shares of Prudential Financial worth $3.48M as of Q2 2026.
  • CreativeOne Wealth bought 1,285 Prudential Financial shares in Q2 2026, an estimated $131K.
  • Prudential Financial made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #256 holding.
  • CreativeOne Wealth first reported a position in Prudential Financial in Q3 2021 and has held it in 20 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.