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Invested Advisors’s Prudential Financial PRU Stock Holding History

Invested Advisors’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 		$390K Sell
3,616
-227
-6% -$23.1K 0.35% 81
2026
Q1 		$375K Buy
3,843
+23
+0.6% +$2.38K 0.38% 78
2025
Q4 		$431K Buy
3,820
+643
+20% +$68.9K 0.45% 66
2025
Q3 		$376K Buy
+3,177
New +$335K 0.55% 52

Other funds holding PRU

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Invested Advisors's PRU Position: Q2 2026 in Review

Invested Advisors reduced its Prudential Financial (PRU) stake by 5.9% in Q2 2026, selling an estimated $23.1K and leaving 3,616 shares worth $390K. The position accounts for 0.35% of the portfolio, ranked #81.

Invested Advisors first reported a position in PRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $431K in Q4 2025. 737 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Invested Advisors held 3,616 shares of Prudential Financial worth $390K as of Q2 2026.
  • Invested Advisors sold 227 Prudential Financial shares in Q2 2026, an estimated $23.1K.
  • Prudential Financial made up 0.35% of Invested Advisors's portfolio in Q2 2026, its #81 holding.
  • Invested Advisors first reported a position in Prudential Financial in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Prudential Financial position peaked at $431K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.