Principia Wealth Advisory’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
Other funds holding PRU
Principia Wealth Advisory's PRU Position: Q2 2026 in Review
Principia Wealth Advisory reduced its Prudential Financial (PRU) stake by 39% in Q2 2026, selling an estimated $915 and leaving 14 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #668.
Principia Wealth Advisory first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25K in Q1 2026. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Principia Wealth Advisory held 14 shares of Prudential Financial worth $1.51K as of Q2 2026.
- Principia Wealth Advisory sold 9 Prudential Financial shares in Q2 2026, an estimated $915.
- Prudential Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #668 holding.
- Principia Wealth Advisory first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
- Principia Wealth Advisory's Prudential Financial position peaked at $2.25K in Q1 2026.
- 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.