CAG
PRU icon

Crestwood Advisors Group’s Prudential Financial PRU Stock Holding History

Crestwood Advisors Group’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 		$359K Buy
+3,322
New +$338K 0.01% 612
2026
Q1 		– Sell
-2,064
Closed -$233K – 793
2025
Q4 		$233K Buy
+2,064
New +$221K ﹤0.01% 612

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

Crestwood Advisors Group's PRU Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Prudential Financial (PRU) in Q2 2026: 3,322 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in PRU as recently as Q4 2025.

Crestwood Advisors Group first reported a position in PRU in Q4 2025 and has held it in 2 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Crestwood Advisors Group held 3,322 shares of Prudential Financial worth $359K as of Q2 2026.
  • Prudential Financial was a new Crestwood Advisors Group position in Q2 2026.
  • Prudential Financial made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #612 holding.
  • Crestwood Advisors Group first reported a position in Prudential Financial in Q4 2025 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 Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.