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Crestmont Private Wealth’s Prudential Financial PRU Stock Holding History

Crestmont 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 		$429K Buy
3,974
+1,143
+40% +$116K 0.12% 63
2026
Q1 		$277K Sell
2,831
-1
-0% -$104 0.09% 87
2025
Q4 		$320K Buy
2,832
+186
+7% +$19.9K 0.1% 67
2025
Q3 		$274K Buy
2,646
+290
+12% +$30.5K 0.09% 70
2025
Q2 		$253K Sell
2,356
-22
-0.9% -$2.28K 0.09% 67
2025
Q1 		$266K Buy
2,378
+283
+14% +$32.2K 0.12% 60
2024
Q4 		$248K Sell
2,095
-416
-17% -$51.4K 0.11% 59
2024
Q3 		$304K Buy
2,511
+46
+2% +$5.44K 0.13% 57
2024
Q2 		$289K Buy
+2,465
New +$284K 0.14% 56

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

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

Crestmont Private Wealth increased its Prudential Financial (PRU) stake by 40% in Q2 2026, buying an estimated $116K and bringing the position to 3,974 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #63.

Crestmont Private Wealth first reported a position in PRU in Q2 2024 and has held it in 9 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Crestmont Private Wealth held 3,974 shares of Prudential Financial worth $429K as of Q2 2026.
  • Crestmont Private Wealth bought 1,143 Prudential Financial shares in Q2 2026, an estimated $116K.
  • Prudential Financial made up 0.12% of Crestmont Private Wealth's portfolio in Q2 2026, its #63 holding.
  • Crestmont Private Wealth first reported a position in Prudential Financial in Q2 2024 and has held it in 9 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.