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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Prudential Financial PRU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$135K Hold
1,254
– – 0.04% 215
2026
Q1 		$123K Hold
1,254
– – 0.04% 207
2025
Q4 		$142K Buy
1,254
+1,250
+31,250% +$134K 0.04% 195
2025
Q3 		$415 Hold
4
– – ﹤0.01% 518
2025
Q2 		$430 Buy
+4
New +$414 ﹤0.01% 474

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PRU Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Prudential Financial (PRU) position steady in Q2 2026 at 1,254 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #215.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PRU in Q2 2025 and has held it in 5 quarters since. The position peaked at $142K in Q4 2025. 851 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,254 shares of Prudential Financial worth $135K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #215 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Prudential Financial in Q2 2025 and has held it in 5 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Prudential Financial position peaked at $142K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.