New England Capital Financial Advisors’s Prudential Financial PRU Stock Holding History

New England Capital Financial 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	$19.3K	Hold	178	–	–	﹤0.01%	208
2026 Q1	$17.4K	Hold	178	–	–	﹤0.01%	211
2025 Q4	$20.1K	Hold	178	–	–	0.01%	194
2025 Q3	$18.5K	Hold	178	–	–	0.01%	197
2025 Q2	$19.2K	Hold	178	–	–	0.01%	185
2025 Q1	$19.9K	Buy	178 +22	+14%	+$2.51K	0.01%	178
2024 Q4	$18.5K	Hold	156	–	–	0.01%	184
2024 Q3	$18.9K	Hold	156	–	–	0.01%	185
2024 Q2	$18.3K	Buy	156 +25	+19%	+$2.88K	0.01%	186
2024 Q1	$15.4K	Sell	131 -39	-23%	-$4.2K	0.01%	196
2023 Q4	$17.7K	Hold	170	–	–	0.01%	186
2023 Q3	$16.2K	Hold	170	–	–	0.01%	186
2023 Q2	$15K	Hold	170	–	–	0.01%	190
2023 Q1	$14.1K	Hold	170	–	–	0.01%	219
2022 Q4	$16.8K	Buy	+170	New	+$17.2K	0.01%	200

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

New England Capital Financial Advisors's PRU Position: Q2 2026 in Review

New England Capital Financial Advisors held its Prudential Financial (PRU) position steady in Q2 2026 at 178 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

New England Capital Financial Advisors first reported a position in PRU in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.1K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

New England Capital Financial Advisors held 178 shares of Prudential Financial worth $19.3K as of Q2 2026.
New England Capital Financial Advisors left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #208 holding.
New England Capital Financial Advisors first reported a position in Prudential Financial in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Prudential Financial position peaked at $20.1K in Q4 2025.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.