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Prosperity Consulting Group’s Prudential Financial PRU Stock Holding History

Prosperity Consulting 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 		$702K Sell
6,507
-3,831
-37% -$390K 0.03% 338
2026
Q1 		$1.01M Buy
10,338
+66
+0.6% +$6.83K 0.04% 247
2025
Q4 		$1.16M Buy
10,272
+2,730
+36% +$293K 0.05% 230
2025
Q3 		$782K Buy
7,542
+1,140
+18% +$120K 0.04% 282
2025
Q2 		$688K Sell
6,402
-1,089
-15% -$113K 0.05% 274
2025
Q1 		$837K Buy
7,491
+1,966
+36% +$224K 0.06% 246
2024
Q4 		$655K Buy
5,525
+1,643
+42% +$203K 0.05% 271
2024
Q3 		$470K Sell
3,882
-1,825
-32% -$216K 0.04% 318
2024
Q2 		$669K Buy
5,707
+43
+0.8% +$4.96K 0.09% 156
2024
Q1 		$665K Buy
5,664
+1,024
+22% +$110K 0.08% 157
2023
Q4 		$481K Buy
4,640
+2,163
+87% +$207K 0.16% 112
2023
Q3 		$235K Buy
+2,477
New +$234K 0.11% 126

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

Prosperity Consulting Group's PRU Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Prudential Financial (PRU) stake by 37% in Q2 2026, selling an estimated $390K and leaving 6,507 shares worth $702K. The position accounts for 0.03% of the portfolio, ranked #338.

Prosperity Consulting Group first reported a position in PRU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2025. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Prosperity Consulting Group held 6,507 shares of Prudential Financial worth $702K as of Q2 2026.
  • Prosperity Consulting Group sold 3,831 Prudential Financial shares in Q2 2026, an estimated $390K.
  • Prudential Financial made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #338 holding.
  • Prosperity Consulting Group first reported a position in Prudential Financial in Q3 2023 and has held it in 12 quarters since.
  • Prosperity Consulting Group's Prudential Financial position peaked at $1.16M in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.