Pinnacle Wealth Management Advisory Group’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$265K Buy
+2,457
New +$250K 0.02% 455
2026
Q1
– Sell
-2,304
Closed -$260K – 581
2025
Q4
$260K Buy
+2,304
New +$247K 0.02% 446
2025
Q2
– Sell
-2,108
Closed -$235K – 382
2025
Q1
$235K Buy
2,108
+241
+13% +$27.5K 0.02% 312
2024
Q4
$221K Buy
1,867
+65
+4% +$8.03K 0.02% 332
2024
Q3
$218K Buy
1,802
+3
+0.2% +$355 0.02% 331
2024
Q2
$211K Buy
+1,799
New +$208K 0.02% 330

Other funds holding PRU

Pinnacle Wealth Management Advisory Group's PRU Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Prudential Financial (PRU) in Q2 2026: 2,457 shares worth $265K. The stake represents 0.02% of the portfolio and ranks #455 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in PRU as recently as Q4 2025.

Pinnacle Wealth Management Advisory Group first reported a position in PRU in Q2 2024 and has held it in 6 quarters since. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 2,457 shares of Prudential Financial worth $265K as of Q2 2026.
  • Prudential Financial was a new Pinnacle Wealth Management Advisory Group position in Q2 2026.
  • Prudential Financial made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #455 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Prudential Financial in Q2 2024 and has held it in 6 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.