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Principle Wealth Partners’s Prudential Financial PRU Stock Holding History

Principle 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 		$4.73M Buy
43,800
+277
+0.6% +$28.2K 0.23% 79
2026
Q1 		$4.25M Buy
43,523
+844
+2% +$87.4K 0.24% 85
2025
Q4 		$4.82M Sell
42,679
-1,117
-3% -$120K 0.27% 71
2025
Q3 		$4.54M Buy
43,796
+1,463
+3% +$154K 0.26% 75
2025
Q2 		$4.55M Buy
42,333
+39
+0.1% +$4.04K 0.28% 74
2025
Q1 		$4.72M Buy
42,294
+109
+0.3% +$12.4K 0.34% 71
2024
Q4 		$5M Sell
42,185
-1,027
-2% -$127K 0.35% 66
2024
Q3 		$5.23M Sell
43,212
-749
-2% -$88.5K 0.37% 64
2024
Q2 		$5.15M Sell
43,961
-1,513
-3% -$175K 0.39% 61
2024
Q1 		$5.34M Buy
45,474
+1,163
+3% +$125K 0.42% 60
2023
Q4 		$4.6M Buy
44,311
+1,009
+2% +$96.8K 0.4% 66
2023
Q3 		$4.11M Buy
43,302
+4,373
+11% +$414K 0.41% 64
2023
Q2 		$3.43M Buy
38,929
+16,930
+77% +$1.42M 0.35% 65
2023
Q1 		$1.82M Buy
21,999
+6,830
+45% +$652K 0.19% 103
2022
Q4 		$1.51M Buy
15,169
+6,825
+82% +$691K 0.17% 107
2022
Q3 		$716K Buy
+8,344
New +$803K 0.07% 149
2022
Q2 		– Sell
-1,769
Closed -$209K – 322
2022
Q1 		$209K Buy
+1,769
New +$201K 0.02% 305
2020
Q3 		– Sell
-485
Closed -$30K – 360
2020
Q2 		$30K Buy
+485
New +$28.5K 0.01% 325

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

Principle Wealth Partners's PRU Position: Q2 2026 in Review

Principle Wealth Partners increased its Prudential Financial (PRU) stake by 0.64% in Q2 2026, buying an estimated $28.2K and bringing the position to 43,800 shares worth $4.73M. The position accounts for 0.23% of the portfolio, ranked #79.

Principle Wealth Partners first reported a position in PRU in Q2 2020 and has held it in 18 quarters since. The position peaked at $5.34M in Q1 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Principle Wealth Partners held 43,800 shares of Prudential Financial worth $4.73M as of Q2 2026.
  • Principle Wealth Partners bought 277 Prudential Financial shares in Q2 2026, an estimated $28.2K.
  • Prudential Financial made up 0.23% of Principle Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Principle Wealth Partners first reported a position in Prudential Financial in Q2 2020 and has held it in 18 quarters since.
  • Principle Wealth Partners's Prudential Financial position peaked at $5.34M in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.