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JPL Wealth Management’s Prudential Financial PRU Stock Holding History

JPL Wealth Management’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 		$15.7K Sell
145
-25
-15% -$2.54K ﹤0.01% 486
2026
Q1 		$16.6K Buy
+170
New +$17.6K ﹤0.01% 430
2025
Q4 		– Sell
-118
Closed -$12.2K – 868
2025
Q3 		$12.2K Buy
+118
New +$12.4K ﹤0.01% 504

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

JPL Wealth Management's PRU Position: Q2 2026 in Review

JPL Wealth Management reduced its Prudential Financial (PRU) stake by 15% in Q2 2026, selling an estimated $2.54K and leaving 145 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

JPL Wealth Management first reported a position in PRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.6K in Q1 2026. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • JPL Wealth Management held 145 shares of Prudential Financial worth $15.7K as of Q2 2026.
  • JPL Wealth Management sold 25 Prudential Financial shares in Q2 2026, an estimated $2.54K.
  • Prudential Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #486 holding.
  • JPL Wealth Management first reported a position in Prudential Financial in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Prudential Financial position peaked at $16.6K in Q1 2026.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.