Fortis Group Advisors’s Prudential Financial PRU Stock Holding History

Fortis Group 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	$56.3K	Hold	522	–	–	0.01%	298
2026 Q1	$51K	Hold	522	–	–	0.01%	300
2025 Q4	$58.9K	Hold	522	–	–	0.01%	296
2025 Q3	$54.2K	Hold	522	–	–	0.01%	253
2025 Q2	$56.1K	Hold	522	–	–	0.01%	240
2025 Q1	$58.3K	Hold	522	–	–	0.01%	209
2024 Q4	$61.9K	Hold	522	–	–	0.01%	210
2024 Q3	$63.2K	Hold	522	–	–	0.01%	202
2024 Q2	$61.2K	Hold	522	–	–	0.01%	199
2024 Q1	$61.3K	Sell	522 -522	-50%	-$56.3K	0.01%	219
2023 Q4	$108K	Buy	1,044 +522	+100%	+$50.1K	0.03%	140
2023 Q3	$49.5K	Buy	+522	New	+$49.4K	0.02%	141
2020 Q3	$33K	Buy	+522	New	+$34.3K	0.01%	224

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fortis Group Advisors's PRU Position: Q2 2026 in Review

Fortis Group Advisors held its Prudential Financial (PRU) position steady in Q2 2026 at 522 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #298.

Fortis Group Advisors first reported a position in PRU in Q3 2020 and has held it in 13 quarters since. The position peaked at $108K in Q4 2023. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Fortis Group Advisors held 522 shares of Prudential Financial worth $56.3K as of Q2 2026.
Fortis Group Advisors left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #298 holding.
Fortis Group Advisors first reported a position in Prudential Financial in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Prudential Financial position peaked at $108K in Q4 2023.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.