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Palacios Wealth Management’s Prudential Financial PRU Stock Holding History

Palacios Wealth Management’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 		$218K Sell
2,020
-100
-5% -$10.2K 0.13% 73
2026
Q1 		$208K Sell
2,120
-250
-11% -$25.9K 0.13% 71
2025
Q4 		$268K Sell
2,370
-62
-3% -$6.65K 0.2% 58
2025
Q3 		$252K Sell
2,432
-62
-2% -$6.53K 0.17% 64
2025
Q2 		$268K Sell
2,494
-215
-8% -$22.3K 0.22% 58
2025
Q1 		$303K Sell
2,709
-90
-3% -$10.3K 0.22% 49
2024
Q4 		$335K Buy
+2,799
New +$346K 0.36% 45

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

Palacios Wealth Management's PRU Position: Q2 2026 in Review

Palacios Wealth Management reduced its Prudential Financial (PRU) stake by 4.7% in Q2 2026, selling an estimated $10.2K and leaving 2,020 shares worth $218K. The position accounts for 0.13% of the portfolio, ranked #73.

Palacios Wealth Management first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Palacios Wealth Management held 2,020 shares of Prudential Financial worth $218K as of Q2 2026.
  • Palacios Wealth Management sold 100 Prudential Financial shares in Q2 2026, an estimated $10.2K.
  • Prudential Financial made up 0.13% of Palacios Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Palacios Wealth Management first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • Palacios Wealth Management's Prudential Financial position peaked at $335K in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.