Dogwood Wealth Management’s Prudential Financial PRU Stock Holding History

Dogwood 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	$2.91K	Sell	27 -5	-16%	-$508	﹤0.01%	603
2026 Q1	$3.13K	Sell	32 -57	-64%	-$5.9K	﹤0.01%	567
2025 Q4	$10K	Sell	89 -4	-4%	-$429	﹤0.01%	293
2025 Q3	$9.65K	Buy	93 +9	+11%	+$948	﹤0.01%	278
2025 Q2	$9.04K	Buy	84 +62	+282%	+$6.42K	﹤0.01%	305
2025 Q1	$2.46K	Buy	22 +4	+22%	+$456	﹤0.01%	312
2024 Q4	$2.13K	Hold	18	–	–	﹤0.01%	230
2024 Q3	$2.21K	Hold	18	–	–	﹤0.01%	178
2024 Q2	$2.11K	Hold	18	–	–	﹤0.01%	216
2024 Q1	$2.09K	Hold	18	–	–	﹤0.01%	215
2023 Q4	$1.83K	Buy	+18	New	+$1.73K	﹤0.01%	196

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Prudential Financial (PRU) stake by 16% in Q2 2026, selling an estimated $508 and leaving 27 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Dogwood Wealth Management first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $10K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Dogwood Wealth Management held 27 shares of Prudential Financial worth $2.91K as of Q2 2026.
Dogwood Wealth Management sold 5 Prudential Financial shares in Q2 2026, an estimated $508.
Prudential Financial made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #603 holding.
Dogwood Wealth Management first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Prudential Financial position peaked at $10K in Q4 2025.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.