Elevation Advisory Partners’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$250K Sell
2,123
-109
-5% -$11.1K 0.26% 43
2026
Q1
$240K Buy
+2,232
New +$231K 0.22% 80

Other funds holding PRU

Elevation Advisory Partners's PRU Position: Q2 2026 in Review

Elevation Advisory Partners reduced its Prudential Financial (PRU) stake by 4.9% in Q2 2026, selling an estimated $11.1K and leaving 2,123 shares worth $250K. The position accounts for 0.26% of the portfolio, ranked #43.

Elevation Advisory Partners first reported a position in PRU in Q1 2026 and has held it in 2 quarters since. 1,401 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Elevation Advisory Partners held 2,123 shares of Prudential Financial worth $250K as of Q2 2026.
  • Elevation Advisory Partners sold 109 Prudential Financial shares in Q2 2026, an estimated $11.1K.
  • Prudential Financial made up 0.26% of Elevation Advisory Partners's portfolio in Q2 2026, its #43 holding.
  • Elevation Advisory Partners first reported a position in Prudential Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.