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Daymark Wealth Partners’s Prudential Financial PRU Stock Holding History

Daymark Wealth Partners’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 		$519K Buy
4,810
+1,301
+37% +$132K 0.01% 476
2026
Q1 		$343K Buy
3,509
+403
+13% +$41.7K 0.01% 534
2025
Q4 		$351K Buy
3,106
+111
+4% +$11.9K 0.01% 462
2025
Q3 		$311K Buy
2,995
+325
+12% +$34.2K 0.01% 472
2025
Q2 		$287K Sell
2,670
-73
-3% -$7.56K 0.01% 454
2025
Q1 		$306K Buy
2,743
+69
+3% +$7.86K 0.01% 413
2024
Q4 		$317K Buy
2,674
+58
+2% +$7.16K 0.01% 401
2024
Q3 		$317K Buy
2,616
+97
+4% +$11.5K 0.01% 411
2024
Q2 		$295K Buy
+2,519
New +$291K 0.01% 402

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

Daymark Wealth Partners's PRU Position: Q2 2026 in Review

Daymark Wealth Partners increased its Prudential Financial (PRU) stake by 37% in Q2 2026, buying an estimated $132K and bringing the position to 4,810 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #476.

Daymark Wealth Partners 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.

  • Daymark Wealth Partners held 4,810 shares of Prudential Financial worth $519K as of Q2 2026.
  • Daymark Wealth Partners bought 1,301 Prudential Financial shares in Q2 2026, an estimated $132K.
  • Prudential Financial made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #476 holding.
  • Daymark Wealth Partners 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 Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.