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Legacy Wealth Management (Idaho)’s Prudential Financial PRU Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-104
Closed -$10.2K – 754
2026
Q1 		$10.2K Buy
+104
New +$10.8K 0.01% 483

Other funds holding PRU

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s PRU Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 104 shares — an estimated $10.2K sold.

Legacy Wealth Management (Idaho) first reported a position in PRU in Q1 2026 and held it in 1 quarter. The position peaked at $10.2K in Q1 2026. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 104 Prudential Financial shares in Q2 2026, an estimated $10.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Prudential Financial in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Prudential Financial position peaked at $10.2K in Q1 2026.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.