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Palumbo Wealth Management’s Prudential Financial PRU Stock Holding History

Palumbo 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 		$387K Buy
3,588
+5
+0.1% +$508 0.08% 168
2026
Q1 		$350K Sell
3,583
-73
-2% -$7.56K 0.09% 158
2025
Q4 		$413K Buy
3,656
+8
+0.2% +$858 0.1% 142
2025
Q3 		$365K Buy
3,648
+173
+5% +$18.2K 0.12% 117
2025
Q2 		$373K Sell
3,475
-14
-0.4% -$1.45K 0.12% 127
2025
Q1 		$390K Buy
3,489
+180
+5% +$20.5K 0.13% 110
2024
Q4 		$392K Sell
3,309
-467
-12% -$57.7K 0.15% 102
2024
Q3 		$457K Buy
3,776
+451
+14% +$53.3K 0.18% 91
2024
Q2 		$390K Sell
3,325
-1
-0% -$115 0.16% 94
2024
Q1 		$390K Sell
3,326
-95
-3% -$10.2K 0.17% 93
2023
Q4 		$355K Buy
3,421
+14
+0.4% +$1.34K 0.18% 91
2023
Q3 		$323K Buy
3,407
+14
+0.4% +$1.32K 0.18% 81
2023
Q2 		$299K Sell
3,393
-5,426
-62% -$454K 0.18% 83
2023
Q1 		$730K Sell
8,819
-481
-5% -$45.9K 0.49% 48
2022
Q4 		$925K Buy
9,300
+427
+5% +$43.2K 0.74% 34
2022
Q3 		$761K Buy
8,873
+315
+4% +$30.3K 0.64% 38
2022
Q2 		$819K Buy
8,558
+591
+7% +$62.6K 0.65% 34
2022
Q1 		$941K Buy
7,967
+172
+2% +$19.6K 0.6% 40
2021
Q4 		$844K Buy
7,795
+312
+4% +$33.9K 0.53% 46
2021
Q3 		$787K Sell
7,483
-2,560
-25% -$264K 0.52% 44
2021
Q2 		$1.03M Buy
10,043
+560
+6% +$57.2K 0.69% 32
2021
Q1 		$864K Buy
9,483
+503
+6% +$43.1K 0.65% 36
2020
Q4 		$701K Buy
+8,980
New +$649K 0.57% 36

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

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

Palumbo Wealth Management increased its Prudential Financial (PRU) stake by 0.14% in Q2 2026, buying an estimated $508 and bringing the position to 3,588 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #168.

Palumbo Wealth Management first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q2 2021. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Palumbo Wealth Management held 3,588 shares of Prudential Financial worth $387K as of Q2 2026.
  • Palumbo Wealth Management bought 5 Prudential Financial shares in Q2 2026, an estimated $508.
  • Prudential Financial made up 0.08% of Palumbo Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Palumbo Wealth Management first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Prudential Financial position peaked at $1.03M in Q2 2021.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.