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Opal Wealth Advisors’s Prudential Financial PRU Stock Holding History

Opal Wealth 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
Q1 		$28.5K Buy
+292
New +$30.2K 0.01% 518
2025
Q3 		– Sell
-273
Closed -$29.3K – 460
2025
Q2 		$29.3K Hold
273
– – 0.01% 482
2025
Q1 		$30.5K Buy
+273
New +$31.1K 0.01% 440
2024
Q3 		– Sell
-388
Closed -$45.5K – 927
2024
Q2 		$45.5K Buy
+388
New +$44.8K 0.01% 366

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Opal Wealth Advisors's PRU Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Prudential Financial (PRU) in Q1 2026: 292 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in PRU as recently as Q2 2025.

Opal Wealth Advisors first reported a position in PRU in Q2 2024 and has held it in 4 quarters since. The position peaked at $45.5K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Opal Wealth Advisors held 292 shares of Prudential Financial worth $28.5K as of Q1 2026.
  • Prudential Financial was a new Opal Wealth Advisors position in Q1 2026.
  • Prudential Financial made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #518 holding.
  • Opal Wealth Advisors first reported a position in Prudential Financial in Q2 2024 and has held it in 4 quarters since.
  • Opal Wealth Advisors's Prudential Financial position peaked at $45.5K in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.