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Gladstone Institutional Advisory’s Prudential Financial PRU Stock Holding History

Gladstone Institutional Advisory’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 		$367K Buy
+3,403
New +$346K 0.01% 683
2026
Q1 		– Sell
-4,984
Closed -$563K – 874
2025
Q4 		$563K Buy
4,984
+44
+0.9% +$4.72K 0.02% 477
2025
Q3 		$512K Buy
4,940
+314
+7% +$33.1K 0.02% 512
2025
Q2 		$497K Sell
4,626
-12
-0.3% -$1.24K 0.02% 494
2025
Q1 		$518K Buy
4,638
+108
+2% +$12.3K 0.02% 459
2024
Q4 		$537K Sell
4,530
-156
-3% -$19.3K 0.02% 458
2024
Q3 		$568K Buy
4,686
+109
+2% +$12.9K 0.03% 421
2024
Q2 		$536K Sell
4,577
-60
-1% -$6.92K 0.03% 413
2024
Q1 		$544K Sell
4,637
-1,421
-23% -$153K 0.03% 395
2023
Q4 		$628K Buy
6,058
+13
+0.2% +$1.25K 0.04% 371
2023
Q3 		$574K Buy
6,045
+950
+19% +$89.9K 0.04% 364
2023
Q2 		$449K Buy
5,095
+281
+6% +$23.5K 0.03% 422
2023
Q1 		$398K Buy
4,814
+651
+16% +$62.1K 0.03% 462
2022
Q4 		$414K Buy
4,163
+395
+10% +$40K 0.03% 437
2022
Q3 		$323K Buy
3,768
+642
+21% +$61.8K 0.03% 480
2022
Q2 		$299K Sell
3,126
-249
-7% -$26.4K 0.02% 508
2022
Q1 		$399K Buy
3,375
+1,493
+79% +$170K 0.03% 477
2021
Q4 		$204K Buy
+1,882
New +$204K 0.02% 563

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

Gladstone Institutional Advisory's PRU Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Prudential Financial (PRU) in Q2 2026: 3,403 shares worth $367K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in PRU as recently as Q4 2025.

Gladstone Institutional Advisory first reported a position in PRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $628K in Q4 2023. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Gladstone Institutional Advisory held 3,403 shares of Prudential Financial worth $367K as of Q2 2026.
  • Prudential Financial was a new Gladstone Institutional Advisory position in Q2 2026.
  • Prudential Financial made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #683 holding.
  • Gladstone Institutional Advisory first reported a position in Prudential Financial in Q4 2021 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's Prudential Financial position peaked at $628K in Q4 2023.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.