Physician Wealth Advisors’s Prudential Financial PRU Stock Holding History

Physician 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	$40.1K	Buy	372 +7	+2%	+$712	﹤0.01%	485
2026 Q1	$35.7K	Sell	365 -99	-21%	-$10.3K	0.01%	478
2025 Q4	$52.4K	Buy	464 +188	+68%	+$20.2K	0.01%	385
2025 Q3	$28.6K	Hold	276	–	–	﹤0.01%	493
2025 Q2	$29.7K	Buy	276 +22	+9%	+$2.28K	﹤0.01%	444
2025 Q1	$28.4K	Buy	254 +3	+1%	+$342	﹤0.01%	430
2024 Q4	$29.8K	Buy	+251	New	+$31K	0.01%	430

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Physician Wealth Advisors increased its Prudential Financial (PRU) stake by 1.9% in Q2 2026, buying an estimated $712 and bringing the position to 372 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Physician Wealth Advisors first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.4K in Q4 2025. 292 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Physician Wealth Advisors held 372 shares of Prudential Financial worth $40.1K as of Q2 2026.
Physician Wealth Advisors bought 7 Prudential Financial shares in Q2 2026, an estimated $712.
Prudential Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #485 holding.
Physician Wealth Advisors first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Prudential Financial position peaked at $52.4K in Q4 2025.
292 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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