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Prestige Wealth Management Group’s Prudential Financial PRU Stock Holding History

Prestige Wealth Management Group’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 		$117K Sell
1,085
-65
-6% -$6.61K 0.02% 205
2026
Q1 		$112K Sell
1,150
-126
-10% -$13K 0.02% 199
2025
Q4 		$144K Buy
1,276
+65
+5% +$6.97K 0.03% 183
2025
Q3 		$126K Buy
1,211
+125
+12% +$13.2K 0.02% 201
2025
Q2 		$117K Hold
1,086
– – 0.02% 200
2025
Q1 		$121K Hold
1,086
– – 0.03% 189
2024
Q4 		$129K Hold
1,086
– – 0.03% 184
2024
Q3 		$132K Sell
1,086
-44
-4% -$5.2K 0.03% 175
2024
Q2 		$132K Sell
1,130
-60
-5% -$6.92K 0.03% 158
2024
Q1 		$140K Hold
1,190
– – 0.03% 177
2023
Q4 		$123K Hold
1,190
– – 0.03% 170
2023
Q3 		$113K Sell
1,190
-134
-10% -$12.7K 0.03% 177
2023
Q2 		$117K Sell
1,324
-65
-5% -$5.44K 0.03% 193
2023
Q1 		$115K Buy
1,389
+55
+4% +$5.25K 0.03% 176
2022
Q4 		$133K Buy
1,334
+38
+3% +$3.85K 0.03% 164
2022
Q3 		$111K Buy
1,296
+10
+0.8% +$963 0.03% 166
2022
Q2 		$123K Hold
1,286
– – 0.03% 161
2022
Q1 		$152K Hold
1,286
– – 0.04% 163
2021
Q4 		$140K Buy
1,286
+160
+14% +$17.4K 0.03% 171
2021
Q3 		$118K Buy
1,126
+156
+16% +$16.1K 0.03% 177
2021
Q2 		$99K Sell
970
-156
-14% -$15.9K 0.03% 181
2021
Q1 		$103K Sell
1,126
-90
-7% -$7.7K 0.03% 181
2020
Q4 		$95K Sell
1,216
-5
-0.4% -$361 0.03% 181
2020
Q3 		$78K Sell
1,221
-500
-29% -$32.9K 0.02% 197
2020
Q2 		$105K Hold
1,721
– – 0.04% 148
2020
Q1 		$89K Buy
1,721
+662
+63% +$52.6K 0.04% 127
2019
Q4 		$99K Buy
1,059
+122
+13% +$11.2K 0.05% 166
2019
Q3 		$84K Buy
937
+42
+5% +$3.81K 0.05% 163
2019
Q2 		$90K Hold
895
– – 0.05% 158
2019
Q1 		$82K Sell
895
-226
-20% -$20.8K 0.05% 157
2018
Q4 		$91K Buy
+1,121
New +$103K 0.07% 149

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

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

Prestige Wealth Management Group reduced its Prudential Financial (PRU) stake by 5.7% in Q2 2026, selling an estimated $6.61K and leaving 1,085 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #205.

Prestige Wealth Management Group first reported a position in PRU in Q4 2018 and has held it in 31 quarters since. The position peaked at $152K in Q1 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Prestige Wealth Management Group held 1,085 shares of Prudential Financial worth $117K as of Q2 2026.
  • Prestige Wealth Management Group sold 65 Prudential Financial shares in Q2 2026, an estimated $6.61K.
  • Prudential Financial made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #205 holding.
  • Prestige Wealth Management Group first reported a position in Prudential Financial in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Prudential Financial position peaked at $152K in Q1 2022.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.