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Investment Advisory Services’s Prudential Financial PRU Stock Holding History

Investment Advisory Services’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 		$217K Buy
+2,013
New +$205K 0.06% 133
2026
Q1 		– Sell
-1,924
Closed -$217K – 134
2025
Q4 		$217K Buy
+1,924
New +$206K 0.07% 121

Other funds holding PRU

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NLI
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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

Investment Advisory Services's PRU Position: Q2 2026 in Review

Investment Advisory Services opened a new position in Prudential Financial (PRU) in Q2 2026: 2,013 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Investment Advisory Services previously reported a position in PRU as recently as Q4 2025.

Investment Advisory Services first reported a position in PRU in Q4 2025 and has held it in 2 quarters since. 851 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Investment Advisory Services held 2,013 shares of Prudential Financial worth $217K as of Q2 2026.
  • Prudential Financial was a new Investment Advisory Services position in Q2 2026.
  • Prudential Financial made up 0.06% of Investment Advisory Services's portfolio in Q2 2026, its #133 holding.
  • Investment Advisory Services first reported a position in Prudential Financial in Q4 2025 and has held it in 2 quarters since.
  • 851 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.