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Pension & Wealth Management Advisors’s Prudential Financial PRU Stock Holding History

Pension & Wealth Management 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 		$135K Hold
1,254
– – 0.04% 215
2026
Q1 		$123K Hold
1,254
– – 0.04% 207
2025
Q4 		$142K Buy
1,254
+1,250
+31,250% +$134K 0.04% 195
2025
Q3 		$415 Hold
4
– – ﹤0.01% 518
2025
Q2 		$430 Buy
+4
New +$414 ﹤0.01% 474

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

Pension & Wealth Management Advisors's PRU Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Prudential Financial (PRU) position steady in Q2 2026 at 1,254 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #215.

Pension & Wealth Management Advisors first reported a position in PRU in Q2 2025 and has held it in 5 quarters since. The position peaked at $142K in Q4 2025. 1,335 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Pension & Wealth Management Advisors held 1,254 shares of Prudential Financial worth $135K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #215 holding.
  • Pension & Wealth Management Advisors first reported a position in Prudential Financial in Q2 2025 and has held it in 5 quarters since.
  • Pension & Wealth Management Advisors's Prudential Financial position peaked at $142K in Q4 2025.
  • 1,335 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.