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Goldstone Financial Group’s Prudential Financial PRU Stock Holding History

Goldstone Financial Group’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 		$504K Sell
4,674
-459
-9% -$46.7K 0.05% 177
2026
Q1 		$501K Sell
5,133
-1,156
-18% -$120K 0.05% 168
2025
Q4 		$710K Buy
6,289
+483
+8% +$51.8K 0.08% 141
2025
Q3 		$602K Buy
5,806
+745
+15% +$78.4K 0.07% 152
2025
Q2 		$552K Buy
5,061
+1,012
+25% +$105K 0.07% 151
2025
Q1 		$452K Buy
4,049
+295
+8% +$33.6K 0.07% 141
2024
Q4 		$445K Buy
3,754
+229
+6% +$28.3K 0.07% 133
2024
Q3 		$427K Buy
3,525
+544
+18% +$64.3K 0.07% 131
2024
Q2 		$349K Sell
2,981
-106
-3% -$12.2K 0.07% 131
2024
Q1 		$362K Buy
3,087
+88
+3% +$9.48K 0.08% 117
2023
Q4 		$311K Sell
2,999
-54
-2% -$5.18K 0.08% 120
2023
Q3 		$290K Sell
3,053
-301
-9% -$28.5K 0.09% 117
2023
Q2 		$296K Buy
3,354
+693
+26% +$58K 0.09% 122
2023
Q1 		$220K Buy
+2,661
New +$254K 0.07% 138

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

Goldstone Financial Group's PRU Position: Q2 2026 in Review

Goldstone Financial Group reduced its Prudential Financial (PRU) stake by 8.9% in Q2 2026, selling an estimated $46.7K and leaving 4,674 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #177.

Goldstone Financial Group first reported a position in PRU in Q1 2023 and has held it in 14 quarters since. The position peaked at $710K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Goldstone Financial Group held 4,674 shares of Prudential Financial worth $504K as of Q2 2026.
  • Goldstone Financial Group sold 459 Prudential Financial shares in Q2 2026, an estimated $46.7K.
  • Prudential Financial made up 0.05% of Goldstone Financial Group's portfolio in Q2 2026, its #177 holding.
  • Goldstone Financial Group first reported a position in Prudential Financial in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Prudential Financial position peaked at $710K in Q4 2025.
  • 1,417 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.