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Dakota Wealth Management’s Prudential Financial PRU Stock Holding History

Dakota Wealth Management’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 		$889K Sell
8,238
-1,776
-18% -$181K 0.02% 454
2026
Q1 		$978K Sell
10,014
-2,929
-23% -$303K 0.02% 409
2025
Q4 		$1.46M Sell
12,943
-222
-2% -$23.8K 0.03% 333
2025
Q3 		$1.37M Sell
13,165
-1,722
-12% -$181K 0.03% 307
2025
Q2 		$1.6M Sell
14,887
-87
-0.6% -$9.01K 0.03% 304
2025
Q1 		$1.67M Sell
14,974
-1,186
-7% -$135K 0.04% 289
2024
Q4 		$1.92M Sell
16,160
-972
-6% -$120K 0.04% 268
2024
Q3 		$2.07M Sell
17,132
-341
-2% -$40.3K 0.05% 265
2024
Q2 		$2.05M Sell
17,473
-102
-0.6% -$11.8K 0.05% 254
2024
Q1 		$2.06M Buy
17,575
+526
+3% +$56.7K 0.05% 258
2023
Q4 		$1.77M Sell
17,049
-459
-3% -$44K 0.07% 233
2023
Q3 		$1.66M Sell
17,508
-1,389
-7% -$131K 0.07% 226
2023
Q2 		$1.67M Buy
18,897
+644
+4% +$53.9K 0.08% 203
2023
Q1 		$1.51M Sell
18,253
-24
-0.1% -$2.29K 0.1% 178
2022
Q4 		$1.82M Sell
18,277
-60
-0.3% -$6.08K 0.13% 162
2022
Q3 		$1.57M Sell
18,337
-52,328
-74% -$5.04M 0.13% 176
2022
Q2 		$6.76M Buy
70,665
+52,042
+279% +$5.51M 0.62% 36
2022
Q1 		$2.2M Buy
+18,623
New +$2.12M 0.18% 137

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

Dakota Wealth Management's PRU Position: Q2 2026 in Review

Dakota Wealth Management reduced its Prudential Financial (PRU) stake by 18% in Q2 2026, selling an estimated $181K and leaving 8,238 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #454.

Dakota Wealth Management first reported a position in PRU in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.76M in Q2 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Dakota Wealth Management held 8,238 shares of Prudential Financial worth $889K as of Q2 2026.
  • Dakota Wealth Management sold 1,776 Prudential Financial shares in Q2 2026, an estimated $181K.
  • Prudential Financial made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Dakota Wealth Management first reported a position in Prudential Financial in Q1 2022 and has held it in 18 quarters since.
  • Dakota Wealth Management's Prudential Financial position peaked at $6.76M in Q2 2022.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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