EI
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Ellevest Inc’s Prudential Financial PRU Stock Holding History

Ellevest Inc’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 		$447K Buy
4,144
+651
+19% +$66.2K 0.05% 282
2026
Q1 		$341K Sell
3,493
-890
-20% -$92.2K 0.05% 302
2025
Q4 		$495K Sell
4,383
-1,083
-20% -$116K 0.07% 229
2025
Q3 		$567K Buy
5,466
+356
+7% +$37.5K 0.08% 199
2025
Q2 		$549K Sell
5,110
-300
-6% -$31.1K 0.09% 179
2025
Q1 		$604K Sell
5,410
-689
-11% -$78.5K 0.04% 165
2024
Q4 		$723K Sell
6,099
-155
-2% -$19.1K 0.04% 142
2024
Q3 		$757K Sell
6,254
-758
-11% -$89.6K 0.04% 145
2024
Q2 		$822K Buy
7,012
+404
+6% +$46.6K 0.05% 122
2024
Q1 		$776K Sell
6,608
-170
-3% -$18.3K 0.05% 131
2023
Q4 		$703K Buy
6,778
+154
+2% +$14.8K 0.05% 126
2023
Q3 		$629K Buy
6,624
+49
+0.7% +$4.63K 0.05% 122
2023
Q2 		$580K Buy
6,575
+1,110
+20% +$92.9K 0.04% 126
2023
Q1 		$452K Buy
5,465
+372
+7% +$35.5K 0.04% 154
2022
Q4 		$507K Buy
5,093
+693
+16% +$70.2K 0.04% 120
2022
Q3 		$377K Sell
4,400
-573
-12% -$55.2K 0.04% 135
2022
Q2 		$476K Sell
4,973
-493
-9% -$52.2K 0.04% 109
2022
Q1 		$646K Buy
5,466
+3,256
+147% +$370K 0.05% 84
2021
Q4 		$239K Sell
2,210
-3,512
-61% -$381K 0.02% 263
2021
Q3 		$602K Buy
5,722
+679
+13% +$70K 0.06% 79
2021
Q2 		$517K Buy
5,043
+493
+11% +$50.4K 0.05% 88
2021
Q1 		$415K Buy
4,550
+819
+22% +$70.1K 0.05% 91
2020
Q4 		$291K Buy
3,731
+1,063
+40% +$76.8K 0.04% 110
2020
Q3 		$169K Buy
2,668
+1,079
+68% +$70.9K 0.03% 148
2020
Q2 		$97K Buy
1,589
+912
+135% +$53.5K 0.02% 214
2020
Q1 		$35K Buy
677
+320
+90% +$25.4K 0.01% 307
2019
Q4 		$33K Buy
+357
New +$32.8K 0.01% 296

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

Ellevest Inc's PRU Position: Q2 2026 in Review

Ellevest Inc increased its Prudential Financial (PRU) stake by 19% in Q2 2026, buying an estimated $66.2K and bringing the position to 4,144 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #282.

Ellevest Inc first reported a position in PRU in Q4 2019 and has held it in 27 quarters since. The position peaked at $822K in Q2 2024. 1,413 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Ellevest Inc held 4,144 shares of Prudential Financial worth $447K as of Q2 2026.
  • Ellevest Inc bought 651 Prudential Financial shares in Q2 2026, an estimated $66.2K.
  • Prudential Financial made up 0.05% of Ellevest Inc's portfolio in Q2 2026, its #282 holding.
  • Ellevest Inc first reported a position in Prudential Financial in Q4 2019 and has held it in 27 quarters since.
  • Ellevest Inc's Prudential Financial position peaked at $822K in Q2 2024.
  • 1,413 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.