FORM Wealth Advisors’s Prudential Financial PRU Stock Holding History

FORM Wealth Advisors’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	$389K	Hold	3,607	–	–	0.04%	41
2026 Q1	$352K	Sell	3,607 -186	-5%	-$19.3K	0.04%	42
2025 Q4	$428K	Buy	+3,793	New	+$407K	0.05%	38
2025 Q2	$420K	Buy	3,905 +86	+2%	+$8.91K	0.05%	40
2025 Q1	$427K	Buy	+3,819	New	+$435K	0.06%	36

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FORM Wealth Advisors's PRU Position: Q2 2026 in Review

FORM Wealth Advisors held its Prudential Financial (PRU) position steady in Q2 2026 at 3,607 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #41.

FORM Wealth Advisors first reported a position in PRU in Q1 2025 and has held it in 5 quarters since. The position peaked at $428K in Q4 2025. 311 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

FORM Wealth Advisors held 3,607 shares of Prudential Financial worth $389K as of Q2 2026.
FORM Wealth Advisors left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.04% of FORM Wealth Advisors's portfolio in Q2 2026, its #41 holding.
FORM Wealth Advisors first reported a position in Prudential Financial in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Prudential Financial position peaked at $428K in Q4 2025.
311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.