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Premier Path Wealth Partners’s Prudential Financial PRU Stock Holding History

Premier Path Wealth Partners’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 		$466K Buy
4,321
+172
+4% +$17.5K 0.05% 278
2026
Q1 		$405K Buy
4,149
+883
+27% +$91.4K 0.05% 302
2025
Q4 		$369K Buy
3,266
+193
+6% +$20.7K 0.05% 293
2025
Q3 		$319K Sell
3,073
-125
-4% -$13.2K 0.04% 322
2025
Q2 		$344K Sell
3,198
-576
-15% -$59.7K 0.05% 303
2025
Q1 		$421K Sell
3,774
-5
-0.1% -$570 0.07% 251
2024
Q4 		$448K Buy
3,779
+5
+0.1% +$617 0.07% 243
2024
Q3 		$457K Buy
3,774
+25
+0.7% +$2.96K 0.07% 240
2024
Q2 		$439K Buy
3,749
+33
+0.9% +$3.81K 0.07% 242
2024
Q1 		$436K Buy
3,716
+175
+5% +$18.9K 0.08% 224
2023
Q4 		$367K Buy
+3,541
New +$340K 0.08% 224

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

Premier Path Wealth Partners's PRU Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Prudential Financial (PRU) stake by 4.1% in Q2 2026, buying an estimated $17.5K and bringing the position to 4,321 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #278.

Premier Path Wealth Partners first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Premier Path Wealth Partners held 4,321 shares of Prudential Financial worth $466K as of Q2 2026.
  • Premier Path Wealth Partners bought 172 Prudential Financial shares in Q2 2026, an estimated $17.5K.
  • Prudential Financial made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #278 holding.
  • Premier Path Wealth Partners first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.