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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
Q2 		– Sell
-292
Closed -$28.5K – 486
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 $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

Opal Wealth Advisors's PRU Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 292 shares — an estimated $28.5K sold.

Opal Wealth Advisors first reported a position in PRU in Q2 2024 and held it in 4 quarters. The position peaked at $45.5K in Q2 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 292 Prudential Financial shares in Q2 2026, an estimated $28.5K.
  • Opal Wealth Advisors first reported a position in Prudential Financial in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Prudential Financial position peaked at $45.5K in Q2 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.