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Evergreen Wealth Solutions’s Prudential Financial PRU Stock Holding History

Evergreen Wealth Solutions’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 		$714K Sell
5,721
-327
-5% -$33.3K 0.04% 255
2026
Q1 		$591K Buy
6,048
+1,337
+28% +$138K 0.04% 227
2025
Q4 		$532K Buy
4,711
+1,517
+47% +$163K 0.07% 118
2025
Q3 		$331K Sell
3,194
-408
-11% -$43K 0.19% 85
2025
Q2 		$387K Sell
3,602
-325
-8% -$33.7K 0.23% 78
2025
Q1 		$439K Sell
3,927
-635
-14% -$72.4K 0.3% 61
2024
Q4 		$541K Buy
4,562
+295
+7% +$36.4K 0.38% 50
2024
Q3 		$517K Sell
4,267
-1,299
-23% -$154K 0.35% 54
2024
Q2 		$652K Sell
5,566
-1,258
-18% -$145K 0.46% 44
2024
Q1 		$801K Sell
6,824
-1,850
-21% -$199K 0.59% 41
2023
Q4 		$900K Sell
8,674
-992
-10% -$95.2K 0.77% 34
2023
Q3 		$917K Sell
9,666
-285
-3% -$27K 0.93% 31
2023
Q2 		$878K Buy
9,951
+63
+0.6% +$5.27K 0.89% 36
2023
Q1 		$818K Sell
9,888
-1,334
-12% -$127K 0.95% 37
2022
Q4 		$1.12M Sell
11,222
-213
-2% -$21.6K 1.47% 23
2022
Q3 		$981K Sell
11,435
-789
-6% -$76K 1.39% 27
2022
Q2 		$1.17M Sell
12,224
-378
-3% -$40K 1.44% 21
2022
Q1 		$1.49M Sell
12,602
-45
-0.4% -$5.12K 1.44% 18
2021
Q4 		$1.37M Buy
+12,647
New +$1.37M 1.24% 22

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

Evergreen Wealth Solutions's PRU Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Prudential Financial (PRU) stake by 5.4% in Q2 2026, selling an estimated $33.3K and leaving 5,721 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #255.

Evergreen Wealth Solutions first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q1 2022. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Evergreen Wealth Solutions held 5,721 shares of Prudential Financial worth $714K as of Q2 2026.
  • Evergreen Wealth Solutions sold 327 Prudential Financial shares in Q2 2026, an estimated $33.3K.
  • Prudential Financial made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #255 holding.
  • Evergreen Wealth Solutions first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • Evergreen Wealth Solutions's Prudential Financial position peaked at $1.49M in Q1 2022.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.