Garton & Associates Financial Advisors’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,539
Closed -$346K 57
2026
Q1
$346K Buy
3,539
+3,310
+1,445% +$343K 0.28% 72
2025
Q4
$25.9K Buy
+229
New +$24.6K 0.01% 555

Other funds holding PRU

Garton & Associates Financial Advisors's PRU Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 3,539 shares — an estimated $346K sold.

Garton & Associates Financial Advisors first reported a position in PRU in Q4 2025 and held it in 2 quarters. The position peaked at $346K in Q1 2026. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,539 Prudential Financial shares in Q2 2026, an estimated $346K.
  • Garton & Associates Financial Advisors first reported a position in Prudential Financial in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Prudential Financial position peaked at $346K in Q1 2026.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.