EWA
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EverSource Wealth Advisors’s Prudential Financial PRU Stock Holding History

EverSource Wealth 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 		$349K Sell
3,235
-341
-10% -$34.7K 0.01% 734
2026
Q1 		$349K Buy
3,576
+546
+18% +$56.5K 0.01% 771
2025
Q4 		$342K Buy
3,030
+698
+30% +$74.8K 0.01% 702
2025
Q3 		$242K Buy
2,332
+12
+0.5% +$1.26K 0.01% 812
2025
Q2 		$249K Buy
2,320
+254
+12% +$26.3K 0.01% 763
2025
Q1 		$231K Buy
2,066
+262
+15% +$29.9K 0.01% 599
2024
Q4 		$214K Buy
1,804
+17
+1% +$2.1K 0.01% 629
2024
Q3 		$216K Buy
1,787
+50
+3% +$5.91K 0.01% 533
2024
Q2 		$218K Buy
1,737
+298
+21% +$34.4K 0.01% 533
2024
Q1 		$159K Buy
1,439
+656
+84% +$70.7K 0.01% 564
2023
Q4 		$81.2K Buy
783
+200
+34% +$19.2K 0.01% 719
2023
Q3 		$55.3K Buy
583
+73
+14% +$6.91K 0.01% 768
2023
Q2 		$45K Buy
510
+161
+46% +$13.5K 0.01% 877
2023
Q1 		$28.9K Sell
349
-199
-36% -$19K ﹤0.01% 963
2022
Q4 		$54.5K Buy
548
+301
+122% +$30.5K 0.01% 731
2022
Q3 		$22K Sell
247
-51
-17% -$4.91K 0.01% 874
2022
Q2 		$29K Buy
298
+1
+0.3% +$106 0.01% 737
2022
Q1 		$35K Buy
297
+9
+3% +$1.02K 0.01% 538
2021
Q4 		$31K Buy
+288
New +$31.3K 0.01% 527

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

EverSource Wealth Advisors's PRU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Prudential Financial (PRU) stake by 9.5% in Q2 2026, selling an estimated $34.7K and leaving 3,235 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #734.

EverSource Wealth Advisors first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $349K in Q1 2026. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • EverSource Wealth Advisors held 3,235 shares of Prudential Financial worth $349K as of Q2 2026.
  • EverSource Wealth Advisors sold 341 Prudential Financial shares in Q2 2026, an estimated $34.7K.
  • Prudential Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #734 holding.
  • EverSource Wealth Advisors first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Prudential Financial position peaked at $349K in Q1 2026.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.