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Holos Integrated Wealth’s Prudential Financial PRU Stock Holding History

Holos Integrated 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 		$5.8K Sell
50
-118
-70% -$12K ﹤0.01% 295
2026
Q1 		$16.4K Buy
168
+118
+236% +$12.2K 0.01% 222
2025
Q4 		$5.69K Hold
50
– – ﹤0.01% 229
2025
Q3 		$4.96K Hold
50
– – ﹤0.01% 231
2025
Q2 		$5.17K Hold
50
– – ﹤0.01% 231
2025
Q1 		$5.58K Hold
50
– – ﹤0.01% 223
2024
Q4 		$5.93K Buy
+50
New +$6.17K ﹤0.01% 221

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Holos Integrated Wealth's PRU Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Prudential Financial (PRU) stake by 70% in Q2 2026, selling an estimated $12K and leaving 50 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Holos Integrated Wealth first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.4K in Q1 2026. 407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Holos Integrated Wealth held 50 shares of Prudential Financial worth $5.8K as of Q2 2026.
  • Holos Integrated Wealth sold 118 Prudential Financial shares in Q2 2026, an estimated $12K.
  • Prudential Financial made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #295 holding.
  • Holos Integrated Wealth first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Prudential Financial position peaked at $16.4K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.