JFS Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $83.2K | Sell |
771
-15
| -2% | -$1.52K | ﹤0.01% | 459 |
|
|
2026
Q1 | $76.8K | Sell |
786
-17
| -2% | -$1.76K | ﹤0.01% | 439 |
|
|
2025
Q4 | $90.7K | Buy |
803
+173
| +27% | +$18.6K | 0.01% | 426 |
|
|
2025
Q3 | $65.4K | Sell |
630
-7
| -1% | -$737 | ﹤0.01% | 464 |
|
|
2025
Q2 | $68.4K | Sell |
637
-55
| -8% | -$5.7K | ﹤0.01% | 423 |
|
|
2025
Q1 | $77.3K | Sell |
692
-13
| -2% | -$1.48K | 0.01% | 401 |
|
|
2024
Q4 | $83.6K | Buy |
705
+1
| +0.1% | +$123 | 0.01% | 385 |
|
|
2024
Q3 | $85.3K | Buy |
704
+6
| +0.9% | +$709 | 0.01% | 388 |
|
|
2024
Q2 | $81.8K | Buy |
698
+14
| +2% | +$1.62K | 0.01% | 349 |
|
|
2024
Q1 | $80.3K | Sell |
684
-25
| -4% | -$2.69K | 0.01% | 356 |
|
|
2023
Q4 | $73.5K | Sell |
709
-161
| -19% | -$15.4K | 0.01% | 354 |
|
|
2023
Q3 | $82.6K | Buy |
870
+35
| +4% | +$3.31K | 0.01% | 301 |
|
|
2023
Q2 | $73.7K | Buy |
835
+50
| +6% | +$4.18K | 0.01% | 319 |
|
|
2023
Q1 | $64.9K | Sell |
785
-19
| -2% | -$1.81K | 0.01% | 335 |
|
|
2022
Q4 | $80K | Buy |
804
+39
| +5% | +$3.95K | 0.01% | 310 |
|
|
2022
Q3 | $66K | Sell |
765
-61
| -7% | -$5.87K | 0.01% | 333 |
|
|
2022
Q2 | $79K | Sell |
826
-12
| -1% | -$1.27K | 0.01% | 320 |
|
|
2022
Q1 | $99K | Buy |
838
+71
| +9% | +$8.07K | 0.01% | 305 |
|
|
2021
Q4 | $83K | Sell |
767
-44
| -5% | -$4.78K | 0.01% | 343 |
|
|
2021
Q3 | $85K | Sell |
811
-191
| -19% | -$19.7K | 0.01% | 339 |
|
|
2021
Q2 | $103K | Buy |
1,002
+1
| +0.1% | +$102 | 0.02% | 217 |
|
|
2021
Q1 | $91K | Buy |
1,001
+1
| +0.1% | +$86 | 0.02% | 203 |
|
|
2020
Q4 | $78K | Buy |
1,000
+2
| +0.2% | +$145 | 0.02% | 211 |
|
|
2020
Q3 | $63K | Buy |
998
+1
| +0.1% | +$66 | 0.02% | 210 |
|
|
2020
Q2 | $61K | Buy |
997
+201
| +25% | +$11.8K | 0.02% | 213 |
|
|
2020
Q1 | $41K | Buy |
796
+202
| +34% | +$16.1K | 0.01% | 232 |
|
|
2019
Q4 | $56K | Buy |
594
+60
| +11% | +$5.51K | 0.01% | 233 |
|
|
2019
Q3 | $48K | Buy |
534
+1
| +0.2% | +$91 | 0.01% | 238 |
|
|
2019
Q2 | $54K | Buy |
533
+1
| +0.2% | +$100 | 0.01% | 235 |
|
|
2019
Q1 | $49K | Sell |
532
-85
| -14% | -$7.84K | 0.01% | 226 |
|
|
2018
Q4 | $50K | Sell |
617
-1,167
| -65% | -$107K | 0.01% | 230 |
|
|
2018
Q3 | $181K | Sell |
1,784
-88
| -5% | -$8.67K | 0.05% | 147 |
|
|
2018
Q2 | $175K | Sell |
1,872
-69
| -4% | -$6.97K | 0.05% | 145 |
|
|
2018
Q1 | $201K | Sell |
1,941
-6
| -0.3% | -$676 | 0.05% | 140 |
|
|
2017
Q4 | $224K | Buy |
1,947
+101
| +5% | +$11.3K | 0.05% | 128 |
|
|
2017
Q3 | $196K | Sell |
1,846
-123
| -6% | -$13.1K | 0.05% | 129 |
|
|
2017
Q2 | $213K | Sell |
1,969
-59
| -3% | -$6.26K | 0.06% | 115 |
|
|
2017
Q1 | $211K | Hold |
2,028
| – | – | 0.06% | 124 |
|
|
2016
Q4 | $211K | Buy |
2,028
+1
| +0% | +$95 | 0.06% | 124 |
|
|
2016
Q3 | $165K | Sell |
2,027
-52
| -3% | -$3.99K | 0.05% | 142 |
|
|
2016
Q2 | $148K | Sell |
2,079
-453
| -18% | -$34.2K | 0.04% | 181 |
|
|
2016
Q1 | $183K | Sell |
2,532
-78
| -3% | -$5.44K | 0.05% | 138 |
|
|
2015
Q4 | $212K | Buy |
2,610
+108
| +4% | +$8.93K | 0.06% | 130 |
|
|
2015
Q3 | $191K | Buy |
2,502
+2,296
| +1,115% | +$193K | 0.08% | 106 |
|
|
2015
Q2 | $18K | Sell |
206
-2
| -1% | -$170 | 0.01% | 297 |
|
|
2015
Q1 | $17K | Buy |
208
+1
| +0.5% | +$81 | 0.01% | 303 |
|
|
2014
Q4 | $19K | Hold |
207
| – | – | ﹤0.01% | 294 |
|
|
2014
Q3 | $18K | Sell |
207
-169
| -45% | -$15.1K | ﹤0.01% | 274 |
|
|
2014
Q2 | $33K | Buy |
+376
| New | +$31.6K | 0.01% | 224 |
|
Other funds holding PRU
JFS Wealth Advisors's PRU Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Prudential Financial (PRU) stake by 1.9% in Q2 2026, selling an estimated $1.52K and leaving 771 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #459.
JFS Wealth Advisors first reported a position in PRU in Q2 2014 and has held it in 49 quarters since. The position peaked at $224K in Q4 2017. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- JFS Wealth Advisors held 771 shares of Prudential Financial worth $83.2K as of Q2 2026.
- JFS Wealth Advisors sold 15 Prudential Financial shares in Q2 2026, an estimated $1.52K.
- Prudential Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #459 holding.
- JFS Wealth Advisors first reported a position in Prudential Financial in Q2 2014 and has held it in 49 quarters since.
- JFS Wealth Advisors's Prudential Financial position peaked at $224K in Q4 2017.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.