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	$853K	Hold	7,900	–	–	﹤0.01%	813
2026 Q1	$772K	Hold	7,900	–	–	0.01%	776
2025 Q4	$892K	Hold	7,900	–	–	0.01%	672
2025 Q3	$820K	Hold	7,900	–	–	0.01%	675
2025 Q2	$849K	Hold	7,900	–	–	0.01%	583
2025 Q1	$882K	Buy	+7,900	New	+$900K	0.01%	576

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

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

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

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

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. 1,419 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.
1,419 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.