FWM
PRU icon

Focused Wealth Management’s Prudential Financial PRU Stock Holding History

Focused 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
2022
Q2 		– Sell
-3,000
Closed -$1K – 1043
2022
Q1 		$1K Buy
+3,000
New +$341K ﹤0.01% 918

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

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

Focused Wealth Management opened a new position in Prudential Financial (PRU) in Q2 2026: 2,262 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in PRU as recently as Q4 2025.

Focused Wealth Management first reported a position in PRU in Q3 2013 and has held it in 44 quarters since. The position peaked at $348K in Q2 2017. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Focused Wealth Management held 2,262 shares of Prudential Financial worth $244K as of Q2 2026.
  • Prudential Financial was a new Focused Wealth Management position in Q2 2026.
  • Prudential Financial made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Focused Wealth Management first reported a position in Prudential Financial in Q3 2013 and has held it in 44 quarters since.
  • Focused Wealth Management's Prudential Financial position peaked at $348K in Q2 2017.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.