Guardian Wealth Advisors (North Carolina)’s Prudential Financial PRU Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-1,791	Closed	-$202K	–	624
2025 Q4	$202K	Sell	1,791 -574	-24%	-$61.5K	0.01%	357
2025 Q3	$245K	Buy	+2,365	New	+$249K	0.02%	313
2023 Q3	–	Sell	-2,419	Closed	-$213K	–	440
2023 Q2	$213K	Sell	2,419 -8	-0.3%	-$669	0.04%	218
2023 Q1	$201K	Sell	2,427 -17	-0.7%	-$1.62K	0.04%	214
2022 Q4	$243K	Hold	2,444	–	–	0.05%	172
2022 Q3	$210K	Buy	+2,444	New	+$235K	0.04%	179
2022 Q2	–	Sell	-2,196	Closed	-$260K	–	377
2022 Q1	$260K	Buy	+2,196	New	+$250K	0.11%	138

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PRU Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,791 shares — an estimated $202K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PRU in Q1 2022 and held it in 7 quarters. The position peaked at $260K in Q1 2022. 1,368 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,791 Prudential Financial shares in Q1 2026, an estimated $202K.
Guardian Wealth Advisors (North Carolina) first reported a position in Prudential Financial in Q1 2022 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s Prudential Financial position peaked at $260K in Q1 2022.
1,368 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.