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Kestra Private Wealth Services’s Prudential Financial PRU Stock Holding History

Kestra Private Wealth Services’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 		$1.77M Sell
16,380
-407
-2% -$41.4K 0.02% 645
2026
Q1 		$1.64M Buy
16,787
+1,399
+9% +$145K 0.02% 623
2025
Q4 		$1.74M Sell
15,388
-848
-5% -$90.9K 0.02% 591
2025
Q3 		$1.68M Buy
16,236
+441
+3% +$46.4K 0.02% 581
2025
Q2 		$1.7M Buy
15,795
+955
+6% +$98.9K 0.02% 550
2025
Q1 		$1.66M Sell
14,840
-1,635
-10% -$186K 0.03% 514
2024
Q4 		$1.95M Buy
16,475
+7,331
+80% +$905K 0.03% 442
2024
Q3 		$1.11M Buy
9,144
+293
+3% +$34.6K 0.02% 587
2024
Q2 		$1.04M Buy
8,851
+390
+5% +$45K 0.02% 561
2024
Q1 		$993K Buy
8,461
+1,139
+16% +$123K 0.02% 559
2023
Q4 		$759K Buy
7,322
+1,655
+29% +$159K 0.02% 596
2023
Q3 		$538K Buy
5,667
+343
+6% +$32.4K 0.02% 637
2023
Q2 		$470K Buy
5,324
+228
+4% +$19.1K 0.02% 661
2023
Q1 		$422K Buy
5,096
+136
+3% +$13K 0.02% 652
2022
Q4 		$493K Buy
4,960
+583
+13% +$59K 0.03% 529
2022
Q3 		$375K Buy
4,377
+574
+15% +$55.3K 0.02% 577
2022
Q2 		$364K Sell
3,803
-223
-6% -$23.6K 0.02% 605
2022
Q1 		$476K Buy
4,026
+199
+5% +$22.6K 0.02% 599
2021
Q4 		$414K Buy
3,827
+574
+18% +$62.3K 0.02% 653
2021
Q3 		$342K Buy
3,253
+362
+13% +$37.3K 0.02% 651
2021
Q2 		$296K Sell
2,891
-595
-17% -$60.8K 0.02% 685
2021
Q1 		$318K Buy
3,486
+233
+7% +$19.9K 0.02% 585
2020
Q4 		$252K Buy
+3,253
New +$235K 0.02% 604

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

Kestra Private Wealth Services's PRU Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Prudential Financial (PRU) stake by 2.4% in Q2 2026, selling an estimated $41.4K and leaving 16,380 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #645.

Kestra Private Wealth Services first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.95M in Q4 2024. 1,406 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Kestra Private Wealth Services held 16,380 shares of Prudential Financial worth $1.77M as of Q2 2026.
  • Kestra Private Wealth Services sold 407 Prudential Financial shares in Q2 2026, an estimated $41.4K.
  • Prudential Financial made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #645 holding.
  • Kestra Private Wealth Services first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Prudential Financial position peaked at $1.95M in Q4 2024.
  • 1,406 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.