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Kingswood Wealth Advisors’s Prudential Financial PRU Stock Holding History

Kingswood 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 		$375K Buy
3,479
+404
+13% +$41.1K 0.02% 697
2026
Q1 		$300K Buy
3,075
+122
+4% +$12.6K 0.01% 708
2025
Q4 		$333K Buy
+2,953
New +$317K 0.02% 644
2025
Q3 		– Sell
-2,149
Closed -$231K – 835
2025
Q2 		$231K Sell
2,149
-662
-24% -$68.6K 0.02% 656
2025
Q1 		$314K Sell
2,811
-2,028
-42% -$231K 0.03% 534
2024
Q4 		$574K Buy
4,839
+1,465
+43% +$181K 0.04% 404
2024
Q3 		$408K Sell
3,374
-1,371
-29% -$162K 0.03% 513
2024
Q2 		$556K Buy
4,745
+924
+24% +$107K 0.05% 363
2024
Q1 		$449K Sell
3,821
-920
-19% -$99.1K 0.05% 375
2023
Q4 		$492K Buy
4,741
+2,238
+89% +$215K 0.06% 347
2023
Q3 		$238K Buy
+2,503
New +$237K 0.04% 357

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

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

Kingswood Wealth Advisors increased its Prudential Financial (PRU) stake by 13% in Q2 2026, buying an estimated $41.1K and bringing the position to 3,479 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #697.

Kingswood Wealth Advisors first reported a position in PRU in Q3 2023 and has held it in 11 quarters since. The position peaked at $574K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Kingswood Wealth Advisors held 3,479 shares of Prudential Financial worth $375K as of Q2 2026.
  • Kingswood Wealth Advisors bought 404 Prudential Financial shares in Q2 2026, an estimated $41.1K.
  • Prudential Financial made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #697 holding.
  • Kingswood Wealth Advisors first reported a position in Prudential Financial in Q3 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Prudential Financial position peaked at $574K in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.