FDW
PRU icon

Fourth Dimension Wealth’s Prudential Financial PRU Stock Holding History

Fourth Dimension Wealth’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 		$14.4K Sell
133
-34
-20% -$3.46K ﹤0.01% 424
2026
Q1 		$16.3K Sell
167
-6
-3% -$621 0.01% 355
2025
Q4 		$19.5K Sell
173
-51
-23% -$5.47K 0.01% 333
2025
Q3 		$23.2K Sell
224
-70
-24% -$7.37K 0.01% 307
2025
Q2 		$31.6K Sell
294
-67
-19% -$6.94K 0.01% 277
2025
Q1 		$40.3K Hold
361
– – 0.02% 239
2024
Q4 		$42.8K Buy
+361
New +$44.6K 0.02% 238

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

Fourth Dimension Wealth's PRU Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Prudential Financial (PRU) stake by 20% in Q2 2026, selling an estimated $3.46K and leaving 133 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Fourth Dimension Wealth first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.8K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Fourth Dimension Wealth held 133 shares of Prudential Financial worth $14.4K as of Q2 2026.
  • Fourth Dimension Wealth sold 34 Prudential Financial shares in Q2 2026, an estimated $3.46K.
  • Prudential Financial made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #424 holding.
  • Fourth Dimension Wealth first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Prudential Financial position peaked at $42.8K in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.