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Legacy Advisors’s Prudential Financial PRU Stock Holding History

Legacy 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 		$203K Buy
+1,884
New +$192K 0.02% 314
2025
Q1 		$257K Sell
2,304
-77
-3% -$8.77K 0.03% 360
2024
Q4 		$282K Buy
2,381
+75
+3% +$9.26K 0.03% 322
2024
Q3 		$279K Buy
2,306
+64
+3% +$7.57K 0.03% 305
2024
Q2 		$263K Buy
2,242
+74
+3% +$8.54K 0.03% 271
2024
Q1 		$255K Buy
2,168
+164
+8% +$17.7K 0.03% 271
2023
Q4 		$208K Buy
+2,004
New +$192K 0.03% 294
2019
Q3 		– Sell
-1,200
Closed -$121K – 277
2019
Q2 		$121K Hold
1,200
– – 0.08% 151
2019
Q1 		$110K Buy
+1,200
New +$111K 0.04% 148
2018
Q4 		– Sell
-1,236
Closed -$125K – 326
2018
Q3 		$125K Hold
1,236
– – 0.06% 167
2018
Q2 		$116K Buy
1,236
+36
+3% +$3.64K 0.09% 127
2018
Q1 		$125K Hold
1,200
– – 0.09% 109
2017
Q4 		$137K Sell
1,200
-26
-2% -$2.92K 0.13% 73
2017
Q3 		$130K Buy
1,226
+26
+2% +$2.78K 0.14% 67
2017
Q2 		$129K Hold
1,200
– – 0.16% 65
2017
Q1 		$128K Hold
1,200
– – 0.17% 55
2016
Q4 		$124K Buy
+1,200
New +$114K 0.17% 60

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

Legacy Advisors's PRU Position: Q2 2026 in Review

Legacy Advisors opened a new position in Prudential Financial (PRU) in Q2 2026: 1,884 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #314 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in PRU as recently as Q1 2025.

Legacy Advisors first reported a position in PRU in Q4 2016 and has held it in 17 quarters since. The position peaked at $282K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Legacy Advisors held 1,884 shares of Prudential Financial worth $203K as of Q2 2026.
  • Prudential Financial was a new Legacy Advisors position in Q2 2026.
  • Prudential Financial made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #314 holding.
  • Legacy Advisors first reported a position in Prudential Financial in Q4 2016 and has held it in 17 quarters since.
  • Legacy Advisors's Prudential Financial position peaked at $282K in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.