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Optivise Advisory Services’s Prudential Financial PRU Stock Holding History

Optivise Advisory Services’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 		$389K Buy
3,601
+391
+12% +$39.8K 0.2% 134
2026
Q1 		$314K Sell
3,210
-524
-14% -$54.3K 0.19% 128
2025
Q4 		$421K Buy
3,734
+1,005
+37% +$108K 0.24% 106
2025
Q3 		$283K Buy
2,729
+751
+38% +$79.1K 0.17% 137
2025
Q2 		$213K Buy
1,978
+111
+6% +$11.5K 0.11% 191
2025
Q1 		$209K Sell
1,867
-163
-8% -$18.6K 0.12% 182
2024
Q4 		$241K Sell
2,030
-329
-14% -$40.6K 0.13% 147
2024
Q3 		$286K Sell
2,359
-290
-11% -$34.3K 0.15% 126
2024
Q2 		$310K Buy
+2,649
New +$306K 0.17% 124

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Optivise Advisory Services's PRU Position: Q2 2026 in Review

Optivise Advisory Services increased its Prudential Financial (PRU) stake by 12% in Q2 2026, buying an estimated $39.8K and bringing the position to 3,601 shares worth $389K. The position accounts for 0.2% of the portfolio, ranked #134.

Optivise Advisory Services first reported a position in PRU in Q2 2024 and has held it in 9 quarters since. The position peaked at $421K in Q4 2025. 432 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Optivise Advisory Services held 3,601 shares of Prudential Financial worth $389K as of Q2 2026.
  • Optivise Advisory Services bought 391 Prudential Financial shares in Q2 2026, an estimated $39.8K.
  • Prudential Financial made up 0.2% of Optivise Advisory Services's portfolio in Q2 2026, its #134 holding.
  • Optivise Advisory Services first reported a position in Prudential Financial in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's Prudential Financial position peaked at $421K in Q4 2025.
  • 432 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.