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NewEdge Wealth’s Prudential Financial PRU Stock Holding History

NewEdge Wealth’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 		$207K Buy
+1,914
New +$195K ﹤0.01% 1175
2026
Q1 		– Sell
-4,363
Closed -$493K – 1254
2025
Q4 		$493K Buy
+4,363
New +$468K 0.01% 848
2025
Q2 		– Sell
-1,936
Closed -$216K – 1017
2025
Q1 		$216K Buy
1,936
+77
+4% +$8.77K ﹤0.01% 871
2024
Q4 		$220K Buy
1,859
+68
+4% +$8.39K ﹤0.01% 864
2024
Q3 		$217K Buy
1,791
+71
+4% +$8.39K ﹤0.01% 821
2024
Q2 		$202K Buy
+1,720
New +$199K ﹤0.01% 729

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

NewEdge Wealth's PRU Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Prudential Financial (PRU) in Q2 2026: 1,914 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in PRU as recently as Q4 2025.

NewEdge Wealth first reported a position in PRU in Q2 2024 and has held it in 6 quarters since. The position peaked at $493K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • NewEdge Wealth held 1,914 shares of Prudential Financial worth $207K as of Q2 2026.
  • Prudential Financial was a new NewEdge Wealth position in Q2 2026.
  • Prudential Financial made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1175 holding.
  • NewEdge Wealth first reported a position in Prudential Financial in Q2 2024 and has held it in 6 quarters since.
  • NewEdge Wealth's Prudential Financial position peaked at $493K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.