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HB Wealth Management’s Prudential Financial PRU Stock Holding History

HB 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 		$3.8M Buy
35,231
+5,218
+17% +$531K 0.02% 325
2026
Q1 		$2.93M Sell
30,013
-252
-0.8% -$26.1K 0.02% 343
2025
Q4 		$3.42M Buy
30,265
+1,784
+6% +$191K 0.02% 314
2025
Q3 		$2.95M Buy
28,481
+2,890
+11% +$304K 0.02% 336
2025
Q2 		$2.75M Sell
25,591
-123
-0.5% -$12.7K 0.02% 315
2025
Q1 		$2.87M Buy
25,714
+13,755
+115% +$1.57M 0.02% 307
2024
Q4 		$1.42M Buy
11,959
+4,093
+52% +$505K 0.01% 354
2024
Q3 		$953K Buy
7,866
+446
+6% +$52.7K 0.01% 408
2024
Q2 		$870K Buy
7,420
+666
+10% +$76.9K 0.01% 400
2024
Q1 		$793K Buy
6,754
+991
+17% +$107K 0.01% 390
2023
Q4 		$598K Sell
5,763
-1,563
-21% -$150K 0.01% 412
2023
Q3 		$695K Buy
7,326
+2,905
+66% +$275K 0.01% 358
2023
Q2 		$390K Buy
4,421
+822
+23% +$68.8K 0.01% 480
2023
Q1 		$298K Sell
3,599
-927
-20% -$88.5K 0.01% 536
2022
Q4 		$450K Buy
4,526
+815
+22% +$82.5K 0.01% 420
2022
Q3 		$318K Sell
3,711
-575
-13% -$55.4K 0.01% 423
2022
Q2 		$410K Buy
4,286
+1,293
+43% +$137K 0.01% 378
2022
Q1 		$354K Buy
2,993
+900
+43% +$102K 0.01% 415
2021
Q4 		$227K Buy
+2,093
New +$227K ﹤0.01% 460

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

HB Wealth Management's PRU Position: Q2 2026 in Review

HB Wealth Management increased its Prudential Financial (PRU) stake by 17% in Q2 2026, buying an estimated $531K and bringing the position to 35,231 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #325.

HB Wealth Management first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • HB Wealth Management held 35,231 shares of Prudential Financial worth $3.8M as of Q2 2026.
  • HB Wealth Management bought 5,218 Prudential Financial shares in Q2 2026, an estimated $531K.
  • Prudential Financial made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #325 holding.
  • HB Wealth Management first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.