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Elevation Wealth Partners’s Prudential Financial PRU Stock Holding History

Elevation 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 		$8.74K Buy
81
+14
+21% +$1.42K ﹤0.01% 849
2026
Q1 		$6.55K Buy
67
+28
+72% +$2.9K ﹤0.01% 628
2025
Q4 		$4.4K Buy
39
+17
+77% +$1.82K ﹤0.01% 660
2025
Q3 		$2.28K Buy
+22
New +$2.32K ﹤0.01% 619

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

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

Elevation Wealth Partners increased its Prudential Financial (PRU) stake by 21% in Q2 2026, buying an estimated $1.42K and bringing the position to 81 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Elevation Wealth Partners first reported a position in PRU in Q3 2025 and has held it in 4 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Elevation Wealth Partners held 81 shares of Prudential Financial worth $8.74K as of Q2 2026.
  • Elevation Wealth Partners bought 14 Prudential Financial shares in Q2 2026, an estimated $1.42K.
  • Prudential Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #849 holding.
  • Elevation Wealth Partners first reported a position in Prudential Financial in Q3 2025 and has held it in 4 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.