IAG Wealth Partners’s Prudential Financial PRU Stock Holding History

IAG Wealth Partners’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	$86.9K	Buy	805 +7	+0.9%	+$712	0.01%	176
2026 Q1	$77.9K	Buy	798 +46	+6%	+$4.76K	0.01%	181
2025 Q4	$84.9K	Buy	752 +6	+0.8%	+$643	0.01%	169
2025 Q3	$77.4K	Buy	746 +6	+0.8%	+$632	0.01%	179
2025 Q2	$79.5K	Buy	740 +7	+1%	+$725	0.01%	172
2025 Q1	$81.9K	Buy	733 +436	+147%	+$49.7K	0.01%	158
2024 Q4	$35.2K	Buy	297 +64	+27%	+$7.9K	0.01%	220
2024 Q3	$28.2K	Hold	233	–	–	0.01%	243
2024 Q2	$27.3K	Hold	233	–	–	0.01%	241
2024 Q1	$27.4K	Hold	233	–	–	0.01%	215
2023 Q4	$24.2K	Hold	233	–	–	0.01%	216
2023 Q3	$22.1K	Hold	233	–	–	0.01%	216
2023 Q2	$20.6K	Hold	233	–	–	0.01%	238
2023 Q1	$19.3K	Hold	233	–	–	0.01%	231
2022 Q4	$23.2K	Hold	233	–	–	0.01%	196
2022 Q3	$20K	Hold	233	–	–	0.01%	205
2022 Q2	$22K	Sell	233 -2	-0.9%	-$212	0.01%	195
2022 Q1	$28K	Hold	235	–	–	0.01%	190
2021 Q4	$25K	Hold	235	–	–	0.01%	198
2021 Q3	$25K	Hold	235	–	–	0.01%	178
2021 Q2	$25K	Hold	235	–	–	0.01%	173
2021 Q1	$22K	Buy	235 +2	+0.9%	+$171	0.01%	176
2020 Q4	$19K	Sell	233 -179	-43%	-$12.9K	0.01%	172
2020 Q3	$27K	Hold	412	–	–	0.01%	139
2020 Q2	$26K	Hold	412	–	–	0.01%	141
2020 Q1	$22K	Hold	412	–	–	0.01%	144
2019 Q4	$39K	Buy	+412	New	+$37.8K	0.03%	123

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 $3.37T AUM 44.26% 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

IAG Wealth Partners's PRU Position: Q2 2026 in Review

IAG Wealth Partners increased its Prudential Financial (PRU) stake by 0.88% in Q2 2026, buying an estimated $712 and bringing the position to 805 shares worth $86.9K. The position accounts for 0.01% of the portfolio, ranked #176.

IAG Wealth Partners first reported a position in PRU in Q4 2019 and has held it in 27 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

IAG Wealth Partners held 805 shares of Prudential Financial worth $86.9K as of Q2 2026.
IAG Wealth Partners bought 7 Prudential Financial shares in Q2 2026, an estimated $712.
Prudential Financial made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #176 holding.
IAG Wealth Partners first reported a position in Prudential Financial in Q4 2019 and has held it in 27 quarters since.
1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.