JWCA
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J.W. Cole Advisors’s Prudential Financial PRU Stock Holding History

J.W. Cole 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 		$2.98M Buy
+27,613
New +$2.81M 0.05% 366
2026
Q1 		– Sell
-29,951
Closed -$3M – 1307
2025
Q4 		$3M Sell
29,951
-1,285
-4% -$138K 0.07% 269
2025
Q3 		$3.24M Sell
31,236
-2,335
-7% -$246K 0.06% 300
2025
Q2 		$3.61M Buy
33,571
+3,479
+12% +$360K 0.08% 250
2025
Q1 		$3.36M Buy
30,092
+6,592
+28% +$751K 0.1% 203
2024
Q4 		$2.79M Sell
23,500
-508
-2% -$62.7K 0.11% 178
2024
Q3 		$2.91M Sell
24,008
-498
-2% -$58.9K 0.12% 172
2024
Q2 		$2.87M Sell
24,506
-531
-2% -$61.3K 0.14% 155
2024
Q1 		$2.94M Sell
25,037
-32
-0.1% -$3.45K 0.15% 152
2023
Q4 		$2.6M Sell
25,069
-167
-0.7% -$16K 0.15% 157
2023
Q3 		$2.39M Sell
25,236
-894
-3% -$84.6K 0.18% 140
2023
Q2 		$2.31M Sell
26,130
-565
-2% -$47.3K 0.16% 148
2023
Q1 		$2.21M Sell
26,695
-961
-3% -$91.7K 0.16% 150
2022
Q4 		$2.75M Buy
27,656
+64
+0.2% +$6.48K 0.21% 121
2022
Q3 		$2.37M Buy
27,592
+663
+2% +$63.8K 0.2% 129
2022
Q2 		$2.58M Sell
26,929
-1,491
-5% -$158K 0.21% 123
2022
Q1 		$3.36M Sell
28,420
-293
-1% -$33.3K 0.23% 108
2021
Q4 		$3.11M Buy
28,713
+64
+0.2% +$6.95K 0.2% 126
2021
Q3 		$3.01M Buy
28,649
+20,289
+243% +$2.09M 0.22% 76
2021
Q2 		$857K Buy
8,360
+7
+0.1% +$715 0.07% 305
2021
Q1 		$761K Sell
8,353
-1,644
-16% -$141K 0.07% 293
2020
Q4 		$780K Sell
9,997
-3,196
-24% -$231K 0.08% 256
2020
Q3 		$838K Buy
+13,193
New +$867K 0.06% 289
2020
Q1 		– Sell
-4,366
Closed -$409K – 393
2019
Q4 		$409K Buy
+4,366
New +$401K 0.05% 345

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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

J.W. Cole Advisors's PRU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Prudential Financial (PRU) in Q2 2026: 27,613 shares worth $2.98M. The stake represents 0.05% of the portfolio and ranks #366 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PRU as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PRU in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.61M in Q2 2025. 407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • J.W. Cole Advisors held 27,613 shares of Prudential Financial worth $2.98M as of Q2 2026.
  • Prudential Financial was a new J.W. Cole Advisors position in Q2 2026.
  • Prudential Financial made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #366 holding.
  • J.W. Cole Advisors first reported a position in Prudential Financial in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Prudential Financial position peaked at $3.61M in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.