FIA
PRU icon

Foundations Investment Advisors’s Prudential Financial PRU Stock Holding History

Foundations Investment 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 		$867K Buy
8,032
+525
+7% +$53.4K 0.01% 611
2026
Q1 		$733K Buy
7,507
+168
+2% +$17.4K 0.01% 607
2025
Q4 		$828K Buy
7,339
+468
+7% +$50.2K 0.01% 570
2025
Q3 		$713K Sell
6,871
-519
-7% -$54.6K 0.01% 556
2025
Q2 		$794K Buy
7,390
+798
+12% +$82.7K 0.01% 483
2025
Q1 		$736K Buy
6,592
+493
+8% +$56.2K 0.01% 478
2024
Q4 		$723K Buy
6,099
+864
+17% +$107K 0.01% 466
2024
Q3 		$634K Buy
5,235
+1,294
+33% +$153K 0.01% 463
2024
Q2 		$462K Buy
3,941
+208
+6% +$24K 0.01% 514
2024
Q1 		$438K Sell
3,733
-368
-9% -$39.7K 0.01% 496
2023
Q4 		$421K Sell
4,101
-130
-3% -$12.5K 0.01% 476
2023
Q3 		$402K Buy
4,231
+1,616
+62% +$153K 0.01% 445
2023
Q2 		$231K Buy
+2,615
New +$219K 0.01% 520

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

Foundations Investment Advisors's PRU Position: Q2 2026 in Review

Foundations Investment Advisors increased its Prudential Financial (PRU) stake by 7% in Q2 2026, buying an estimated $53.4K and bringing the position to 8,032 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #611.

Foundations Investment Advisors first reported a position in PRU in Q2 2023 and has held it in 13 quarters since. 1,408 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Foundations Investment Advisors held 8,032 shares of Prudential Financial worth $867K as of Q2 2026.
  • Foundations Investment Advisors bought 525 Prudential Financial shares in Q2 2026, an estimated $53.4K.
  • Prudential Financial made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #611 holding.
  • Foundations Investment Advisors first reported a position in Prudential Financial in Q2 2023 and has held it in 13 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.