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GeoWealth Management’s Prudential Financial PRU Stock Holding History

GeoWealth 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 		– Sell
-2,708
Closed -$265K – 933
2026
Q1 		$265K Sell
2,708
-359
-12% -$37.2K 0.01% 656
2025
Q4 		$346K Sell
3,067
-695
-18% -$74.5K 0.01% 527
2025
Q3 		$390K Buy
3,762
+265
+8% +$27.9K 0.01% 507
2025
Q2 		$376K Sell
3,497
-1,920
-35% -$199K 0.01% 478
2025
Q1 		$605K Sell
5,417
-1,429
-21% -$163K 0.02% 383
2024
Q4 		$811K Sell
6,846
-364
-5% -$44.9K 0.03% 350
2024
Q3 		$873K Sell
7,210
-263
-4% -$31.1K 0.03% 333
2024
Q2 		$876K Buy
7,473
+4,326
+137% +$499K 0.04% 300
2024
Q1 		$369K Buy
3,147
+3,129
+17,383% +$337K 0.01% 515
2023
Q4 		$2K Sell
18
-747
-98% -$71.7K ﹤0.01% 669
2023
Q3 		$73K Buy
765
+742
+3,226% +$70.2K 0.01% 364
2023
Q2 		$2K Sell
23
-10
-30% -$837 ﹤0.01% 435
2023
Q1 		$3K Sell
33
-2,497
-99% -$238K ﹤0.01% 362
2022
Q4 		$251K Sell
2,530
-9,361
-79% -$948K 0.03% 217
2022
Q3 		$1.02M Buy
11,891
+3,532
+42% +$340K 0.11% 114
2022
Q2 		$798K Sell
8,359
-271
-3% -$28.7K 0.11% 118
2022
Q1 		$1.02M Buy
+8,630
New +$981K 0.09% 143

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

GeoWealth Management's PRU Position: Q2 2026 in Review

GeoWealth Management sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 2,708 shares — an estimated $265K sold.

GeoWealth Management first reported a position in PRU in Q1 2022 and held it in 17 quarters. The position peaked at $1.02M in Q3 2022. 1,417 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • GeoWealth Management reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 2,708 Prudential Financial shares in Q2 2026, an estimated $265K.
  • GeoWealth Management first reported a position in Prudential Financial in Q1 2022 and held it in 17 quarters.
  • GeoWealth Management's Prudential Financial position peaked at $1.02M in Q3 2022.
  • 1,417 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.