EPW
PRU icon

Evolve Private Wealth’s Prudential Financial PRU Stock Holding History

Evolve Private 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 		$418K Sell
3,869
-4,904
-56% -$499K 0.03% 586
2026
Q1 		$857K Sell
8,773
-1,043
-11% -$108K 0.05% 377
2025
Q4 		$1.11M Buy
+9,816
New +$1.05M 0.07% 264

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

Evolve Private Wealth's PRU Position: Q2 2026 in Review

Evolve Private Wealth reduced its Prudential Financial (PRU) stake by 56% in Q2 2026, selling an estimated $499K and leaving 3,869 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #586.

Evolve Private Wealth first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Evolve Private Wealth held 3,869 shares of Prudential Financial worth $418K as of Q2 2026.
  • Evolve Private Wealth sold 4,904 Prudential Financial shares in Q2 2026, an estimated $499K.
  • Prudential Financial made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #586 holding.
  • Evolve Private Wealth first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Prudential Financial position peaked at $1.11M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.