Elevated Capital Advisors’s Prudential Financial PRU Stock Holding History

Elevated Capital Advisors’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	$492K	Sell	4,555 -5,355	-54%	-$545K	0.14%	131
2026 Q1	$968K	Buy	9,910 +248	+3%	+$25.7K	0.24%	100
2025 Q4	$1.09M	Buy	9,662 +607	+7%	+$65.1K	0.25%	100
2025 Q3	$939K	Sell	9,055 -364	-4%	-$38.3K	0.23%	110
2025 Q2	$1.05M	Hold	9,419	–	–	0.29%	87
2025 Q1	$1.05M	Buy	9,419 +499	+6%	+$56.9K	0.29%	87
2024 Q4	$1.06M	Buy	8,920 +105	+1%	+$13K	0.29%	92
2024 Q3	$1.07M	Buy	8,815 +571	+7%	+$67.5K	0.28%	95
2024 Q2	$966K	Buy	+8,244	New	+$951K	0.27%	95

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

Elevated Capital Advisors's PRU Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Prudential Financial (PRU) stake by 54% in Q2 2026, selling an estimated $545K and leaving 4,555 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #131.

Elevated Capital Advisors first reported a position in PRU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Elevated Capital Advisors held 4,555 shares of Prudential Financial worth $492K as of Q2 2026.
Elevated Capital Advisors sold 5,355 Prudential Financial shares in Q2 2026, an estimated $545K.
Prudential Financial made up 0.14% of Elevated Capital Advisors's portfolio in Q2 2026, its #131 holding.
Elevated Capital Advisors first reported a position in Prudential Financial in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Prudential Financial position peaked at $1.09M in Q4 2025.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.