Independent Advisor Alliance’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.58M | Buy |
14,683
+229
| +2% | +$23.3K | 0.04% | 334 |
|
|
2026
Q1 | $1.41M | Sell |
14,454
-2,390
| -14% | -$248K | 0.02% | 670 |
|
|
2025
Q4 | $1.9M | Sell |
16,844
-107
| -0.6% | -$11.5K | 0.05% | 317 |
|
|
2025
Q3 | $1.76M | Buy |
16,951
+89
| +0.5% | +$9.37K | 0.05% | 324 |
|
|
2025
Q2 | $1.81M | Sell |
16,862
-1,149
| -6% | -$119K | 0.05% | 301 |
|
|
2025
Q1 | $2.01M | Sell |
18,011
-97
| -0.5% | -$11.1K | 0.07% | 253 |
|
|
2024
Q4 | $2.15M | Buy |
18,108
+1,617
| +10% | +$200K | 0.03% | 491 |
|
|
2024
Q3 | $2M | Sell |
16,491
-2,185
| -12% | -$258K | 0.07% | 223 |
|
|
2024
Q2 | $2.19M | Buy |
18,676
+4,199
| +29% | +$485K | 0.08% | 210 |
|
|
2024
Q1 | $1.7M | Sell |
14,477
-403
| -3% | -$43.4K | 0.06% | 240 |
|
|
2023
Q4 | $1.54M | Sell |
14,880
-1,476
| -9% | -$142K | 0.06% | 245 |
|
|
2023
Q3 | $1.55M | Sell |
16,356
-203
| -1% | -$19.2K | 0.07% | 229 |
|
|
2023
Q2 | $1.46M | Sell |
16,559
-6,736
| -29% | -$564K | 0.06% | 254 |
|
|
2023
Q1 | $1.93M | Sell |
23,295
-1,121
| -5% | -$107K | 0.09% | 200 |
|
|
2022
Q4 | $2.43K | Sell |
24,416
-1,673
| -6% | -$169K | ﹤0.01% | 232 |
|
|
2022
Q3 | $2.24M | Buy |
26,089
+1,523
| +6% | +$147K | 0.13% | 150 |
|
|
2022
Q2 | $2.35M | Buy |
24,566
+3,817
| +18% | +$404K | 0.13% | 143 |
|
|
2022
Q1 | $2.45M | Buy |
20,749
+9,622
| +86% | +$1.09M | 0.12% | 154 |
|
|
2021
Q4 | $1.2M | Buy |
11,127
+229
| +2% | +$24.9K | 0.06% | 249 |
|
|
2021
Q3 | $1.15M | Sell |
10,898
-236
| -2% | -$24.3K | 0.06% | 244 |
|
|
2021
Q2 | $1.14M | Buy |
11,134
+295
| +3% | +$30.1K | 0.06% | 252 |
|
|
2021
Q1 | $987K | Sell |
10,839
-808
| -7% | -$69.2K | 0.06% | 262 |
|
|
2020
Q4 | $909K | Sell |
11,647
-5,087
| -30% | -$368K | 0.06% | 230 |
|
|
2020
Q3 | $1.06M | Sell |
16,734
-760
| -4% | -$50K | 0.08% | 174 |
|
|
2020
Q2 | $1.06M | Buy |
17,494
+2,443
| +16% | +$143K | 0.11% | 146 |
|
|
2020
Q1 | $785K | Buy |
15,051
+4,592
| +44% | +$365K | 0.11% | 149 |
|
|
2019
Q4 | $980K | Buy |
10,459
+1,897
| +22% | +$174K | 0.04% | 365 |
|
|
2019
Q3 | $770K | Buy |
8,562
+1,436
| +20% | +$130K | 0.09% | 190 |
|
|
2019
Q2 | $720K | Buy |
7,126
+2,290
| +47% | +$228K | 0.1% | 178 |
|
|
2019
Q1 | $444K | Buy |
4,836
+1,170
| +32% | +$108K | 0.06% | 244 |
|
|
2018
Q4 | $299K | Buy |
3,666
+559
| +18% | +$51.5K | 0.05% | 293 |
|
|
2018
Q3 | $311K | Buy |
+3,107
| New | +$306K | 0.06% | 259 |
|
Other funds holding PRU
Independent Advisor Alliance's PRU Position: Q2 2026 in Review
Independent Advisor Alliance increased its Prudential Financial (PRU) stake by 1.6% in Q2 2026, buying an estimated $23.3K and bringing the position to 14,683 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #334.
Independent Advisor Alliance first reported a position in PRU in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.45M in Q1 2022. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Independent Advisor Alliance held 14,683 shares of Prudential Financial worth $1.58M as of Q2 2026.
- Independent Advisor Alliance bought 229 Prudential Financial shares in Q2 2026, an estimated $23.3K.
- Prudential Financial made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #334 holding.
- Independent Advisor Alliance first reported a position in Prudential Financial in Q3 2018 and has held it in 32 quarters since.
- Independent Advisor Alliance's Prudential Financial position peaked at $2.45M in Q1 2022.
- 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.