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Fiduciary Alliance’s Prudential Financial PRU Stock Holding History

Fiduciary Alliance’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 		$233K Buy
2,157
+17
+0.8% +$1.73K 0.02% 492
2026
Q1 		$213K Sell
2,140
-420
-16% -$43.5K 0.01% 520
2025
Q4 		$289K Sell
2,560
-301
-11% -$32.3K 0.02% 427
2025
Q3 		$297K Sell
2,861
-762
-21% -$80.2K 0.02% 418
2025
Q2 		$389K Sell
3,623
-160
-4% -$16.6K 0.03% 351
2025
Q1 		$422K Sell
3,783
-3,444
-48% -$392K 0.04% 279
2024
Q4 		$857K Buy
7,227
+5,278
+271% +$652K 0.09% 175
2024
Q3 		$236K Buy
+1,949
New +$230K 0.03% 229
2023
Q3 		– Sell
-410
Closed -$36.2K – 742
2023
Q2 		$36.2K Buy
+410
New +$34.3K 0.01% 353
2023
Q1 		– Sell
-411
Closed -$40.9K – 679
2022
Q4 		$40.9K Buy
+411
New +$41.6K 0.01% 237

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

Fiduciary Alliance's PRU Position: Q2 2026 in Review

Fiduciary Alliance increased its Prudential Financial (PRU) stake by 0.79% in Q2 2026, buying an estimated $1.73K and bringing the position to 2,157 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #492.

Fiduciary Alliance first reported a position in PRU in Q4 2022 and has held it in 10 quarters since. The position peaked at $857K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Fiduciary Alliance held 2,157 shares of Prudential Financial worth $233K as of Q2 2026.
  • Fiduciary Alliance bought 17 Prudential Financial shares in Q2 2026, an estimated $1.73K.
  • Prudential Financial made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #492 holding.
  • Fiduciary Alliance first reported a position in Prudential Financial in Q4 2022 and has held it in 10 quarters since.
  • Fiduciary Alliance's Prudential Financial position peaked at $857K in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.