Mascoma Wealth Management’s Prudential Financial PRU Stock Holding History

Mascoma Wealth Management’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	$432	Sell	4 -14	-78%	-$1.42K	﹤0.01%	564
2026 Q1	$1.76K	Buy	18 +9	+100%	+$932	﹤0.01%	442
2025 Q4	$1.02K	Buy	+9	New	+$965	﹤0.01%	462
2023 Q2	–	Sell	-30	Closed	-$2.61K	–	564
2023 Q1	$2.61K	Sell	30 -3	-9%	-$286	﹤0.01%	536
2022 Q4	$3.28K	Hold	33	–	–	﹤0.01%	535
2022 Q3	$3K	Hold	33	–	–	﹤0.01%	541
2022 Q2	$3K	Buy	33 +3	+10%	+$318	﹤0.01%	554
2022 Q1	$4K	Hold	30	–	–	﹤0.01%	524
2021 Q4	$3K	Buy	+30	New	+$3.26K	﹤0.01%	490

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mascoma Wealth Management's PRU Position: Q2 2026 in Review

Mascoma Wealth Management reduced its Prudential Financial (PRU) stake by 78% in Q2 2026, selling an estimated $1.42K and leaving 4 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Mascoma Wealth Management first reported a position in PRU in Q4 2021 and has held it in 9 quarters since. The position peaked at $4K in Q1 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Mascoma Wealth Management held 4 shares of Prudential Financial worth $432 as of Q2 2026.
Mascoma Wealth Management sold 14 Prudential Financial shares in Q2 2026, an estimated $1.42K.
Prudential Financial made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #564 holding.
Mascoma Wealth Management first reported a position in Prudential Financial in Q4 2021 and has held it in 9 quarters since.
Mascoma Wealth Management's Prudential Financial position peaked at $4K in Q1 2022.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.