HHM Wealth Advisors’s Prudential Financial PRU Stock Holding History

HHM Wealth Advisors’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	$92.4K	Buy	856 +47	+6%	+$4.78K	0.01%	301
2026 Q1	$79K	Hold	809	–	–	0.01%	307
2025 Q4	$91.3K	Hold	809	–	–	0.01%	278
2025 Q3	$83.9K	Hold	809	–	–	0.01%	301
2025 Q2	$86.9K	Hold	809	–	–	0.01%	295
2025 Q1	$90.3K	Sell	809 -9	-1%	-$1.02K	0.01%	276
2024 Q4	$97K	Buy	818 +189	+30%	+$23.3K	0.01%	267
2024 Q3	$76.2K	Sell	629 -51	-8%	-$6.03K	0.01%	283
2024 Q2	$79.7K	Buy	680 +540	+386%	+$62.3K	0.01%	275
2024 Q1	$16.4K	Hold	140	–	–	﹤0.01%	446
2023 Q4	$14.5K	Hold	140	–	–	﹤0.01%	455
2023 Q3	$13.3K	Hold	140	–	–	﹤0.01%	460
2023 Q2	$12.4K	Hold	140	–	–	﹤0.01%	493
2023 Q1	$11.6K	Hold	140	–	–	﹤0.01%	492
2022 Q4	$13.9K	Hold	140	–	–	﹤0.01%	405
2022 Q3	$12K	Sell	140 -500	-78%	-$48.1K	﹤0.01%	414
2022 Q2	$61K	Hold	640	–	–	0.02%	256
2022 Q1	$76K	Sell	640 -100	-14%	-$11.4K	0.02%	245
2021 Q4	$80K	Hold	740	–	–	0.02%	246
2021 Q3	$78K	Hold	740	–	–	0.02%	238
2021 Q2	$76K	Sell	740 -20	-3%	-$2.04K	0.02%	235
2021 Q1	$69K	Hold	760	–	–	0.02%	233
2020 Q4	$59K	Buy	760 +20	+3%	+$1.45K	0.02%	238
2020 Q3	$47K	Buy	740 +140	+23%	+$9.2K	0.02%	232
2020 Q2	$37K	Hold	600	–	–	0.02%	252
2020 Q1	$31K	Buy	+600	New	+$47.7K	0.02%	255

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HHM Wealth Advisors's PRU Position: Q2 2026 in Review

HHM Wealth Advisors increased its Prudential Financial (PRU) stake by 5.8% in Q2 2026, buying an estimated $4.78K and bringing the position to 856 shares worth $92.4K. The position accounts for 0.01% of the portfolio, ranked #301.

HHM Wealth Advisors first reported a position in PRU in Q1 2020 and has held it in 26 quarters since. The position peaked at $97K in Q4 2024. 440 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

HHM Wealth Advisors held 856 shares of Prudential Financial worth $92.4K as of Q2 2026.
HHM Wealth Advisors bought 47 Prudential Financial shares in Q2 2026, an estimated $4.78K.
Prudential Financial made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #301 holding.
HHM Wealth Advisors first reported a position in Prudential Financial in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Prudential Financial position peaked at $97K in Q4 2024.
440 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.