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

Private 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 		$22.8K Sell
211
-20
-9% -$2.03K 0.01% 354
2026
Q1 		$22.6K Sell
231
-1
-0.4% -$104 0.01% 309
2025
Q4 		$26.2K Sell
232
-1
-0.4% -$107 0.01% 269
2025
Q3 		$24.2K Sell
233
-32
-12% -$3.37K 0.01% 287
2025
Q2 		$28.5K Sell
265
-26
-9% -$2.69K 0.01% 238
2025
Q1 		$32.5K Sell
291
-31
-10% -$3.53K 0.01% 218
2024
Q4 		$38.2K Buy
322
+175
+119% +$21.6K 0.01% 200
2024
Q3 		$17.8K Buy
147
+1
+0.7% +$118 0.01% 317
2024
Q2 		$17.1K Hold
146
– – 0.01% 309
2024
Q1 		$17.1K Buy
146
+28
+24% +$3.02K 0.01% 299
2023
Q4 		$12.2K Buy
+118
New +$11.3K 0.01% 363

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

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

Private Wealth Management Group reduced its Prudential Financial (PRU) stake by 8.7% in Q2 2026, selling an estimated $2.03K and leaving 211 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #354.

Private Wealth Management Group first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.2K in Q4 2024. 1,406 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Private Wealth Management Group held 211 shares of Prudential Financial worth $22.8K as of Q2 2026.
  • Private Wealth Management Group sold 20 Prudential Financial shares in Q2 2026, an estimated $2.03K.
  • Prudential Financial made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #354 holding.
  • Private Wealth Management Group first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Prudential Financial position peaked at $38.2K in Q4 2024.
  • 1,406 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.