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IVC Wealth Advisors’s Prudential Financial PRU Stock Holding History

IVC Wealth 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 		$1.07M Sell
9,897
-1,585
-14% -$161K 0.42% 47
2026
Q1 		$1.12M Sell
11,482
-308
-3% -$31.9K 0.49% 40
2025
Q4 		$1.33M Sell
11,790
-335
-3% -$35.9K 0.58% 30
2025
Q3 		$1.26M Buy
12,125
+17
+0.1% +$1.79K 0.56% 30
2025
Q2 		$1.3M Sell
12,108
-79
-0.6% -$8.19K 0.63% 32
2025
Q1 		$1.36M Buy
12,187
+121
+1% +$13.8K 0.73% 33
2024
Q4 		$1.43M Buy
12,066
+18
+0.1% +$2.22K 0.8% 28
2024
Q3 		$1.46M Sell
12,048
-1,466
-11% -$173K 0.8% 30
2024
Q2 		$1.58M Sell
13,514
-32
-0.2% -$3.69K 0.89% 25
2024
Q1 		$1.59M Sell
13,546
-102
-0.7% -$11K 0.92% 25
2023
Q4 		$1.42M Sell
13,648
-170
-1% -$16.3K 0.88% 26
2023
Q3 		$1.31M Sell
13,818
-71
-0.5% -$6.72K 0.88% 25
2023
Q2 		$1.23M Buy
13,889
+34
+0.2% +$2.85K 0.78% 29
2023
Q1 		$1.15M Sell
13,855
-411
-3% -$39.2K 0.81% 28
2022
Q4 		$1.42M Sell
14,266
-31
-0.2% -$3.14K 1.05% 21
2022
Q3 		$1.23M Sell
14,297
-98
-0.7% -$9.43K 0.99% 20
2022
Q2 		$1.38M Buy
14,395
+147
+1% +$15.6K 1.07% 20
2022
Q1 		$1.68M Buy
14,248
+616
+5% +$70K 1.11% 17
2021
Q4 		$1.48M Sell
13,632
-1,339
-9% -$145K 0.95% 22
2021
Q3 		$1.57M Buy
14,971
+531
+4% +$54.7K 1.09% 19
2021
Q2 		$1.48M Buy
14,440
+45
+0.3% +$4.6K 1.04% 21
2021
Q1 		$1.31M Buy
14,395
+362
+3% +$31K 1.03% 21
2020
Q4 		$1.1M Buy
+14,033
New +$1.01M 1.05% 24

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

IVC Wealth Advisors's PRU Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Prudential Financial (PRU) stake by 14% in Q2 2026, selling an estimated $161K and leaving 9,897 shares worth $1.07M. The position accounts for 0.42% of the portfolio, ranked #47.

IVC Wealth Advisors first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.68M in Q1 2022. 215 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • IVC Wealth Advisors held 9,897 shares of Prudential Financial worth $1.07M as of Q2 2026.
  • IVC Wealth Advisors sold 1,585 Prudential Financial shares in Q2 2026, an estimated $161K.
  • Prudential Financial made up 0.42% of IVC Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • IVC Wealth Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Prudential Financial position peaked at $1.68M in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.