HPWM
PRU icon

High Point Wealth Management’s Prudential Financial PRU Stock Holding History

High Point 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 		$18.9K Hold
175
– – 0.02% 191
2026
Q1 		$17.1K Hold
175
– – 0.02% 193
2025
Q4 		$19.8K Buy
+175
New +$18.8K 0.02% 193

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

High Point Wealth Management's PRU Position: Q2 2026 in Review

High Point Wealth Management held its Prudential Financial (PRU) position steady in Q2 2026 at 175 shares worth $18.9K. The position accounts for 0.02% of the portfolio, ranked #191.

High Point Wealth Management first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q4 2025. 851 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • High Point Wealth Management held 175 shares of Prudential Financial worth $18.9K as of Q2 2026.
  • High Point Wealth Management left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #191 holding.
  • High Point Wealth Management first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Prudential Financial position peaked at $19.8K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.