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Mutual Advisors’s Prudential Financial PRU Stock Holding History

Mutual 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 		$4.34M Buy
40,224
+17,989
+81% +$1.83M 0.08% 240
2026
Q1 		$2.17M Buy
22,235
+3,663
+20% +$379K 0.05% 359
2025
Q4 		$2.1M Sell
18,572
-59
-0.3% -$6.33K 0.04% 356
2025
Q3 		$1.9M Buy
18,631
+387
+2% +$40.8K 0.04% 373
2025
Q2 		$1.92M Buy
18,244
+896
+5% +$92.8K 0.05% 328
2025
Q1 		$1.79M Sell
17,348
-1,402
-7% -$160K 0.05% 309
2024
Q4 		$2.22M Sell
18,750
-4,455
-19% -$550K 0.06% 261
2024
Q3 		$2.91M Sell
23,205
-359
-2% -$42.4K 0.09% 212
2024
Q2 		$2.93M Sell
23,564
-654
-3% -$75.5K 0.09% 207
2024
Q1 		$2.84M Sell
24,218
-3,788
-14% -$408K 0.09% 206
2023
Q4 		$2.9M Buy
28,006
+366
+1% +$35.1K 0.1% 199
2023
Q3 		$2.62M Buy
27,640
+510
+2% +$48.2K 0.1% 191
2023
Q2 		$2.39M Buy
27,130
+2,424
+10% +$203K 0.09% 223
2023
Q1 		$2.04M Buy
24,706
+1,606
+7% +$153K 0.08% 238
2022
Q4 		$2.3M Buy
23,100
+1,983
+9% +$201K 0.1% 199
2022
Q3 		$1.81M Buy
21,117
+1,105
+6% +$106K 0.09% 210
2022
Q2 		$1.92M Buy
20,012
+670
+3% +$70.9K 0.13% 184
2022
Q1 		$2.29M Buy
19,342
+1,403
+8% +$160K 0.13% 189
2021
Q4 		$1.94M Buy
17,939
+1,108
+7% +$120K 0.1% 237
2021
Q3 		$1.77M Buy
16,831
+1,130
+7% +$116K 0.1% 240
2021
Q2 		$1.61M Buy
15,701
+2,099
+15% +$214K 0.1% 259
2021
Q1 		$1.24M Buy
13,602
+3,116
+30% +$267K 0.08% 284
2020
Q4 		$819K Buy
10,486
+2,167
+26% +$157K 0.06% 357
2020
Q3 		$528K Buy
8,319
+2,029
+32% +$133K 0.05% 412
2020
Q2 		$383K Buy
6,290
+2,446
+64% +$144K 0.04% 449
2020
Q1 		$200K Buy
+3,844
New +$306K 0.03% 503

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

Mutual Advisors's PRU Position: Q2 2026 in Review

Mutual Advisors increased its Prudential Financial (PRU) stake by 81% in Q2 2026, buying an estimated $1.83M and bringing the position to 40,224 shares worth $4.34M. The position accounts for 0.08% of the portfolio, ranked #240.

Mutual Advisors first reported a position in PRU in Q1 2020 and has held it in 26 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Mutual Advisors held 40,224 shares of Prudential Financial worth $4.34M as of Q2 2026.
  • Mutual Advisors bought 17,989 Prudential Financial shares in Q2 2026, an estimated $1.83M.
  • Prudential Financial made up 0.08% of Mutual Advisors's portfolio in Q2 2026, its #240 holding.
  • Mutual Advisors first reported a position in Prudential Financial in Q1 2020 and has held it in 26 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.