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Modern Wealth Management’s Prudential Financial PRU Stock Holding History

Modern 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 		$450K Buy
4,172
+257
+7% +$26.1K 0.01% 742
2026
Q1 		$384K Buy
3,915
+399
+11% +$41.3K 0.01% 636
2025
Q4 		$397K Sell
3,516
-150
-4% -$16.1K 0.01% 595
2025
Q3 		$380K Buy
3,666
+84
+2% +$8.85K 0.01% 572
2025
Q2 		$385K Sell
3,582
-30
-0.8% -$3.11K 0.01% 546
2025
Q1 		$403K Sell
3,612
-14
-0.4% -$1.59K 0.01% 464
2024
Q4 		$430K Buy
3,626
+506
+16% +$62.5K 0.02% 386
2024
Q3 		$378K Buy
3,120
+1,317
+73% +$156K 0.02% 298
2024
Q2 		$211K Buy
+1,803
New +$208K 0.02% 376

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

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

Modern Wealth Management increased its Prudential Financial (PRU) stake by 6.6% in Q2 2026, buying an estimated $26.1K and bringing the position to 4,172 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #742.

Modern Wealth Management first reported a position in PRU in Q2 2024 and has held it in 9 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Modern Wealth Management held 4,172 shares of Prudential Financial worth $450K as of Q2 2026.
  • Modern Wealth Management bought 257 Prudential Financial shares in Q2 2026, an estimated $26.1K.
  • Prudential Financial made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #742 holding.
  • Modern Wealth Management first reported a position in Prudential Financial in Q2 2024 and has held it in 9 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.