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Golden State Wealth Management’s Prudential Financial PRU Stock Holding History

Golden State Wealth 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 		$12.6K Sell
116
-30
-21% -$3.05K ﹤0.01% 1061
2026
Q1 		$14.3K Buy
146
+19
+15% +$1.97K ﹤0.01% 1000
2025
Q4 		$14.4K Sell
127
-20
-14% -$2.15K ﹤0.01% 1007
2025
Q3 		$15.2K Sell
147
-2
-1% -$211 ﹤0.01% 985
2025
Q2 		$16K Sell
149
-696
-82% -$72.1K ﹤0.01% 940
2025
Q1 		$94.4K Buy
845
+743
+728% +$84.7K 0.01% 456
2024
Q4 		$12.1K Buy
+102
New +$12.6K ﹤0.01% 913
2020
Q2 		– Sell
-615
Closed -$32K – 747
2020
Q1 		$32K Buy
+615
New +$48.9K 0.01% 428
2019
Q4 		– Sell
-1,036
Closed -$93K – 700
2019
Q3 		$93K Buy
1,036
+1
+0.1% +$91 0.03% 328
2019
Q2 		$104K Sell
1,035
-1,100
-52% -$110K 0.03% 324
2019
Q1 		$196K Buy
+2,135
New +$197K 0.07% 229

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

Golden State Wealth Management's PRU Position: Q2 2026 in Review

Golden State Wealth Management reduced its Prudential Financial (PRU) stake by 21% in Q2 2026, selling an estimated $3.05K and leaving 116 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Golden State Wealth Management first reported a position in PRU in Q1 2019 and has held it in 11 quarters since. The position peaked at $196K in Q1 2019. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Golden State Wealth Management held 116 shares of Prudential Financial worth $12.6K as of Q2 2026.
  • Golden State Wealth Management sold 30 Prudential Financial shares in Q2 2026, an estimated $3.05K.
  • Prudential Financial made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1061 holding.
  • Golden State Wealth Management first reported a position in Prudential Financial in Q1 2019 and has held it in 11 quarters since.
  • Golden State Wealth Management's Prudential Financial position peaked at $196K in Q1 2019.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.