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Ipsen Advisor Group’s Prudential Financial PRU Stock Holding History

Ipsen Advisor Group’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 		$768K Buy
7,119
+89
+1% +$9.05K 0.49% 47
2026
Q1 		$687K Buy
7,030
+592
+9% +$61.3K 0.48% 57
2025
Q4 		$727K Buy
6,438
+13
+0.2% +$1.39K 0.52% 48
2025
Q3 		$667K Buy
6,425
+81
+1% +$8.53K 0.48% 48
2025
Q2 		$682K Buy
6,344
+355
+6% +$36.8K 0.52% 49
2025
Q1 		$669K Buy
5,989
+5
+0.1% +$570 0.58% 41
2024
Q4 		$709K Buy
+5,984
New +$739K 0.61% 38
2022
Q4 		$585K Buy
+5,879
New +$595K 0.67% 35

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ipsen Advisor Group's PRU Position: Q2 2026 in Review

Ipsen Advisor Group increased its Prudential Financial (PRU) stake by 1.3% in Q2 2026, buying an estimated $9.05K and bringing the position to 7,119 shares worth $768K. The position accounts for 0.49% of the portfolio, ranked #47.

Ipsen Advisor Group first reported a position in PRU in Q4 2022 and has held it in 8 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Ipsen Advisor Group held 7,119 shares of Prudential Financial worth $768K as of Q2 2026.
  • Ipsen Advisor Group bought 89 Prudential Financial shares in Q2 2026, an estimated $9.05K.
  • Prudential Financial made up 0.49% of Ipsen Advisor Group's portfolio in Q2 2026, its #47 holding.
  • Ipsen Advisor Group first reported a position in Prudential Financial in Q4 2022 and has held it in 8 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.