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Evolution Wealth Management’s Prudential Financial PRU Stock Holding History

Evolution Wealth Management’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 		$39.4K Buy
365
+222
+155% +$22.6K 0.02% 343
2026
Q1 		$14K Buy
143
+9
+7% +$932 0.01% 471
2025
Q4 		$15.1K Buy
+134
New +$14.4K 0.01% 385
2025
Q3 		– Sell
-71
Closed -$7.63K – 662
2025
Q2 		$7.63K Buy
+71
New +$7.36K 0.01% 386

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

Evolution Wealth Management's PRU Position: Q2 2026 in Review

Evolution Wealth Management increased its Prudential Financial (PRU) stake by 155% in Q2 2026, buying an estimated $22.6K and bringing the position to 365 shares worth $39.4K. The position accounts for 0.02% of the portfolio, ranked #343.

Evolution Wealth Management first reported a position in PRU in Q2 2025 and has held it in 4 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Evolution Wealth Management held 365 shares of Prudential Financial worth $39.4K as of Q2 2026.
  • Evolution Wealth Management bought 222 Prudential Financial shares in Q2 2026, an estimated $22.6K.
  • Prudential Financial made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Evolution Wealth Management first reported a position in Prudential Financial in Q2 2025 and has held it in 4 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.