Forza Wealth Management’s Prudential Financial PRU Stock Holding History

Forza 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
2026 Q2	$609K	Hold	5,647	–	–	0.19%	112
2026 Q1	$552K	Hold	5,647	–	–	0.19%	119
2025 Q4	$637K	Hold	5,647	–	–	0.23%	103
2025 Q3	$586K	Hold	5,647	–	–	0.22%	106
2025 Q2	$607K	Hold	5,647	–	–	0.25%	100
2025 Q1	$631K	Hold	5,647	–	–	0.28%	87
2024 Q4	$669K	Hold	5,647	–	–	0.3%	84
2024 Q3	$684K	Hold	5,647	–	–	0.31%	82
2024 Q2	$662K	Hold	5,647	–	–	0.34%	78
2024 Q1	$663K	Hold	5,647	–	–	0.34%	80
2023 Q4	$586K	Hold	5,647	–	–	0.32%	88
2023 Q3	$536K	Hold	5,647	–	–	0.28%	107
2023 Q2	$498K	Hold	5,647	–	–	0.25%	116
2023 Q1	$467K	Buy	5,647 +909	+19%	+$86.8K	0.24%	123
2022 Q4	$471K	Buy	+4,738	New	+$480K	0.31%	87

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

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

Forza Wealth Management held its Prudential Financial (PRU) position steady in Q2 2026 at 5,647 shares worth $609K. The position accounts for 0.19% of the portfolio, ranked #112.

Forza Wealth Management first reported a position in PRU in Q4 2022 and has held it in 15 quarters since. The position peaked at $684K in Q3 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Forza Wealth Management held 5,647 shares of Prudential Financial worth $609K as of Q2 2026.
Forza Wealth Management left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.19% of Forza Wealth Management's portfolio in Q2 2026, its #112 holding.
Forza Wealth Management first reported a position in Prudential Financial in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Prudential Financial position peaked at $684K in Q3 2024.
1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.