MWM
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Mission Wealth Management’s Prudential Financial PRU Stock Holding History

Mission 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 		$1.98M Buy
18,320
+9,833
+116% +$1,000K 0.02% 314
2026
Q1 		$829K Sell
8,487
-781
-8% -$80.9K 0.02% 359
2025
Q4 		$1.05M Sell
9,268
-488
-5% -$52.3K 0.02% 327
2025
Q3 		$1.01M Sell
9,756
-241
-2% -$25.4K 0.02% 328
2025
Q2 		$1.07M Sell
9,997
-110
-1% -$11.4K 0.02% 315
2025
Q1 		$1.13M Buy
10,107
+506
+5% +$57.7K 0.03% 270
2024
Q4 		$1.14M Sell
9,601
-1,341
-12% -$166K 0.03% 261
2024
Q3 		$1.33M Sell
10,942
-87
-0.8% -$10.3K 0.03% 236
2024
Q2 		$1.29M Sell
11,029
-696
-6% -$80.3K 0.03% 226
2024
Q1 		$1.38M Sell
11,725
-80
-0.7% -$8.62K 0.04% 229
2023
Q4 		$1.22M Buy
11,805
+321
+3% +$30.8K 0.04% 210
2023
Q3 		$1.09M Buy
11,484
+483
+4% +$45.7K 0.04% 204
2023
Q2 		$971K Buy
+11,001
New +$920K 0.04% 221
2023
Q1 		– Sell
-2,294
Closed -$228K – 554
2022
Q4 		$228K Sell
2,294
-107
-4% -$10.8K 0.01% 463
2022
Q3 		$206K Hold
2,401
– – 0.01% 463
2022
Q2 		$230K Sell
2,401
-69
-3% -$7.3K 0.01% 451
2022
Q1 		$292K Buy
2,470
+20
+0.8% +$2.27K 0.01% 427
2021
Q4 		$265K Sell
2,450
-1,074
-30% -$117K 0.01% 460
2021
Q3 		$371K Buy
3,524
+68
+2% +$7.01K 0.02% 362
2021
Q2 		$354K Sell
3,456
-98
-3% -$10K 0.02% 357
2021
Q1 		$324K Buy
+3,554
New +$304K 0.02% 346

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

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

Mission Wealth Management increased its Prudential Financial (PRU) stake by 116% in Q2 2026, buying an estimated $1,000K and bringing the position to 18,320 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #314.

Mission Wealth Management first reported a position in PRU in Q1 2021 and has held it in 21 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Mission Wealth Management held 18,320 shares of Prudential Financial worth $1.98M as of Q2 2026.
  • Mission Wealth Management bought 9,833 Prudential Financial shares in Q2 2026, an estimated $1,000K.
  • Prudential Financial made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Mission Wealth Management first reported a position in Prudential Financial in Q1 2021 and has held it in 21 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.