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Great Valley Advisor Group’s Prudential Financial PRU Stock Holding History

Great Valley Advisor 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 		$783K Sell
7,257
-116
-2% -$11.8K 0.01% 595
2026
Q1 		$720K Buy
7,373
+200
+3% +$20.7K 0.01% 579
2025
Q4 		$810K Sell
7,173
-191
-3% -$20.5K 0.02% 525
2025
Q3 		$764K Buy
7,364
+51
+0.7% +$5.37K 0.02% 530
2025
Q2 		$786K Sell
7,313
-350
-5% -$36.3K 0.02% 500
2025
Q1 		$855K Sell
7,663
-78
-1% -$8.89K 0.02% 482
2024
Q4 		$917K Sell
7,741
-25
-0.3% -$3.09K 0.02% 462
2024
Q3 		$941K Buy
7,766
+559
+8% +$66.1K 0.02% 436
2024
Q2 		$844K Sell
7,207
-349
-5% -$40.3K 0.02% 420
2024
Q1 		$887K Buy
7,556
+1,758
+30% +$189K 0.03% 387
2023
Q4 		$601K Sell
5,798
-390
-6% -$37.4K 0.02% 420
2023
Q3 		$587K Buy
6,188
+30
+0.5% +$2.84K 0.02% 401
2023
Q2 		$544K Buy
6,158
+1,600
+35% +$134K 0.02% 421
2023
Q1 		$377K Buy
4,558
+34
+0.8% +$3.25K 0.02% 481
2022
Q4 		$450K Sell
4,524
-35
-0.8% -$3.54K 0.02% 465
2022
Q3 		$391K Sell
4,559
-640
-12% -$61.6K 0.02% 478
2022
Q2 		$498K Buy
5,199
+1,912
+58% +$202K 0.03% 425
2022
Q1 		$386K Buy
3,287
+25
+0.8% +$2.84K 0.02% 445
2021
Q4 		$353K Buy
3,262
+144
+5% +$15.6K 0.02% 456
2021
Q3 		$328K Sell
3,118
-114
-4% -$11.7K 0.02% 447
2021
Q2 		$331K Buy
3,232
+39
+1% +$3.98K 0.02% 439
2021
Q1 		$291K Buy
3,193
+4
+0.1% +$342 0.03% 412
2020
Q4 		$248K Sell
3,189
-479
-13% -$34.6K 0.03% 414
2020
Q3 		$234K Sell
3,668
-508
-12% -$33.4K 0.03% 376
2020
Q2 		$255K Buy
4,176
+35
+0.8% +$2.06K 0.04% 339
2020
Q1 		$216K Sell
4,141
-330
-7% -$26.2K 0.06% 280
2019
Q4 		$419K Buy
4,471
+451
+11% +$41.4K 0.09% 230
2019
Q3 		$362K Buy
4,020
+102
+3% +$9.24K 0.09% 240
2019
Q2 		$396K Buy
3,918
+274
+8% +$27.3K 0.1% 212
2019
Q1 		$335K Sell
3,644
-750
-17% -$69.1K 0.11% 204
2018
Q4 		$358K Buy
+4,394
New +$405K 0.13% 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

Great Valley Advisor Group's PRU Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Prudential Financial (PRU) stake by 1.6% in Q2 2026, selling an estimated $11.8K and leaving 7,257 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #595.

Great Valley Advisor Group first reported a position in PRU in Q4 2018 and has held it in 31 quarters since. The position peaked at $941K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Great Valley Advisor Group held 7,257 shares of Prudential Financial worth $783K as of Q2 2026.
  • Great Valley Advisor Group sold 116 Prudential Financial shares in Q2 2026, an estimated $11.8K.
  • Prudential Financial made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #595 holding.
  • Great Valley Advisor Group first reported a position in Prudential Financial in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's Prudential Financial position peaked at $941K in Q3 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.