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Marshall & Sterling Wealth Advisors’s Prudential Financial PRU Stock Holding History

Marshall & Sterling 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 		$83.4K Buy
773
+7
+0.9% +$712 0.05% 127
2026
Q1 		$74.8K Buy
766
+9
+1% +$932 0.05% 124
2025
Q4 		$85.5K Sell
757
-115
-13% -$12.3K 0.06% 113
2025
Q3 		$90.3K Buy
872
+554
+174% +$58.3K 0.06% 125
2025
Q2 		$34.1K Buy
318
+55
+21% +$5.7K 0.02% 206
2025
Q1 		$29.3K Sell
263
-55
-17% -$6.27K 0.02% 221
2024
Q4 		$37.6K Buy
+318
New +$39.3K 0.03% 151

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PRU Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Prudential Financial (PRU) stake by 0.91% in Q2 2026, buying an estimated $712 and bringing the position to 773 shares worth $83.4K. The position accounts for 0.05% of the portfolio, ranked #127.

Marshall & Sterling Wealth Advisors first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.3K in Q3 2025. 302 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 773 shares of Prudential Financial worth $83.4K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 7 Prudential Financial shares in Q2 2026, an estimated $712.
  • Prudential Financial made up 0.05% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Prudential Financial position peaked at $90.3K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.