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High Note Wealth’s Prudential Financial PRU Stock Holding History

High Note Wealth’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 		$5.07K Buy
47
+10
+27% +$1.02K ﹤0.01% 599
2026
Q1 		$3.62K Sell
37
-10
-21% -$1.04K ﹤0.01% 656
2025
Q4 		$5.3K Buy
47
+8
+21% +$858 ﹤0.01% 479
2025
Q3 		$4.05K Buy
39
+3
+8% +$316 ﹤0.01% 563
2025
Q2 		$3.87K Sell
36
-3
-8% -$311 ﹤0.01% 536
2025
Q1 		$4.36K Hold
39
– – ﹤0.01% 470
2024
Q4 		$4.62K Buy
+39
New +$4.82K ﹤0.01% 470

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

High Note Wealth's PRU Position: Q2 2026 in Review

High Note Wealth increased its Prudential Financial (PRU) stake by 27% in Q2 2026, buying an estimated $1.02K and bringing the position to 47 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

High Note Wealth first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.3K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • High Note Wealth held 47 shares of Prudential Financial worth $5.07K as of Q2 2026.
  • High Note Wealth bought 10 Prudential Financial shares in Q2 2026, an estimated $1.02K.
  • Prudential Financial made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #599 holding.
  • High Note Wealth first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Prudential Financial position peaked at $5.3K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.