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Foster Victor Wealth Advisors’s Prudential Financial PRU Stock Holding History

Foster Victor 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 		$233K Sell
2,034
-263
-11% -$26.7K 0.01% 236
2026
Q1 		$227K Hold
2,297
– – 0.01% 227
2025
Q4 		$257K Buy
2,297
+263
+13% +$28.2K 0.01% 213
2025
Q3 		$212K Sell
2,034
-25
-1% -$2.63K 0.01% 209
2025
Q2 		$219K Buy
2,059
+25
+1% +$2.59K 0.01% 188
2025
Q1 		$201K Hold
2,034
– – 0.02% 188
2024
Q4 		$242K Hold
2,034
– – 0.02% 171
2024
Q3 		$248K Hold
2,034
– – 0.02% 175
2024
Q2 		$257K Hold
2,034
– – 0.02% 168
2024
Q1 		$226K Hold
2,034
– – 0.02% 158
2023
Q4 		$213K Buy
+2,034
New +$195K 0.02% 162
2023
Q1 		– Sell
-2,010
Closed -$203K – 170
2022
Q4 		$203K Buy
+2,010
New +$204K 0.03% 149
2022
Q2 		– Sell
-1,751
Closed -$204K – 148
2022
Q1 		$204K Hold
1,751
– – 0.03% 128
2021
Q4 		$203K Sell
1,751
-190
-10% -$20.6K 0.03% 135
2021
Q3 		$204K Sell
1,941
-383
-16% -$39.5K 0.03% 133
2021
Q2 		$238K Hold
2,324
– – 0.04% 128
2021
Q1 		$221K Buy
+2,324
New +$199K 0.04% 131
2019
Q3 		– Sell
-2,031
Closed -$207K – 105
2019
Q2 		$207K Buy
+2,031
New +$202K 0.15% 91

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

Foster Victor Wealth Advisors's PRU Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Prudential Financial (PRU) stake by 11% in Q2 2026, selling an estimated $26.7K and leaving 2,034 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #236.

Foster Victor Wealth Advisors first reported a position in PRU in Q2 2019 and has held it in 18 quarters since. The position peaked at $257K in Q2 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Foster Victor Wealth Advisors held 2,034 shares of Prudential Financial worth $233K as of Q2 2026.
  • Foster Victor Wealth Advisors sold 263 Prudential Financial shares in Q2 2026, an estimated $26.7K.
  • Prudential Financial made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #236 holding.
  • Foster Victor Wealth Advisors first reported a position in Prudential Financial in Q2 2019 and has held it in 18 quarters since.
  • Foster Victor Wealth Advisors's Prudential Financial position peaked at $257K in Q2 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.