EW
PRU icon

Evoke Wealth’s Prudential Financial PRU Stock Holding History

Evoke Wealth’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 		– Sell
-2,082
Closed -$203K – 486
2026
Q1 		$203K Buy
+2,082
New +$216K ﹤0.01% 666
2023
Q1 		– Sell
-2,090
Closed -$208K – 371
2022
Q4 		$208K Buy
2,090
+753
+56% +$76.3K 0.01% 328
2022
Q3 		$115K Sell
1,337
-21
-2% -$2.02K ﹤0.01% 393
2022
Q2 		$130K Buy
1,358
+3
+0.2% +$318 ﹤0.01% 380
2022
Q1 		$160K Buy
1,355
+631
+87% +$71.7K 0.01% 381
2021
Q4 		$78K Hold
724
– – ﹤0.01% 476
2021
Q3 		$76K Hold
724
– – ﹤0.01% 460
2021
Q2 		$74K Hold
724
– – ﹤0.01% 482
2021
Q1 		$66K Hold
724
– – ﹤0.01% 420
2020
Q4 		$57K Sell
724
-489
-40% -$35.3K ﹤0.01% 361
2020
Q3 		$77K Sell
1,213
-27
-2% -$1.77K 0.01% 311
2020
Q2 		$76K Sell
1,240
-39
-3% -$2.29K 0.01% 303
2020
Q1 		$66.7K Buy
1,279
+376
+42% +$29.9K 0.01% 310
2019
Q4 		$84.6K Buy
903
+7
+0.8% +$643 0.01% 341
2019
Q3 		$80.6K Buy
+896
New +$81.2K 0.01% 404

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

Evoke Wealth's PRU Position: Q2 2026 in Review

Evoke Wealth sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 2,082 shares — an estimated $203K sold.

Evoke Wealth first reported a position in PRU in Q3 2019 and held it in 15 quarters. The position peaked at $208K in Q4 2022. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Evoke Wealth reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,082 Prudential Financial shares in Q2 2026, an estimated $203K.
  • Evoke Wealth first reported a position in Prudential Financial in Q3 2019 and held it in 15 quarters.
  • Evoke Wealth's Prudential Financial position peaked at $208K in Q4 2022.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.