Portus Wealth Advisors’s Prudential Financial PRU Stock Holding History

Portus 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	–	Sell	-10	Closed	-$977	–	405
2026 Q1	$977	Buy	+10	New	+$1.04K	﹤0.01%	404

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Portus Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 10 shares — an estimated $977 sold.

Portus Wealth Advisors first reported a position in PRU in Q1 2026 and held it in 1 quarter. The position peaked at $977 in Q1 2026. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Portus Wealth Advisors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 10 Prudential Financial shares in Q2 2026, an estimated $977.
Portus Wealth Advisors first reported a position in Prudential Financial in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Prudential Financial position peaked at $977 in Q1 2026.
1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.