Raffa Wealth Management’s Prudential Financial PRU Stock Holding History

Raffa Wealth Management’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	$63.1K	Sell	584 -52	-8%	-$5.29K	0.01%	157
2026 Q1	$62.2K	Buy	636 +72	+13%	+$7.46K	0.01%	149
2025 Q4	$63.7K	Sell	564 -39	-6%	-$4.18K	0.01%	145
2025 Q3	$62.6K	Buy	603 +6	+1%	+$632	0.01%	144
2025 Q2	$64.1K	Buy	597 +7	+1%	+$725	0.01%	163
2025 Q1	$65.9K	Sell	590 -6	-1%	-$684	0.02%	132
2024 Q4	$70.6K	Sell	596 -3	-0.5%	-$370	0.02%	129
2024 Q3	$72.6K	Buy	599 +5	+0.8%	+$591	0.02%	121
2024 Q2	$69.6K	Buy	594 +6	+1%	+$692	0.02%	173
2024 Q1	$69K	Buy	588 +6	+1%	+$647	0.02%	173
2023 Q4	$60.4K	Buy	582 +5	+0.9%	+$480	0.02%	121
2023 Q3	$54.7K	Buy	577 +6	+1%	+$568	0.02%	123
2023 Q2	$50.3K	Buy	571 +7	+1%	+$586	0.02%	134
2023 Q1	$46.7K	Buy	564 +7	+1%	+$668	0.02%	153
2022 Q4	$55.4K	Buy	557 +6	+1%	+$608	0.02%	128
2022 Q3	$47.3K	Buy	551 +6	+1%	+$578	0.02%	135
2022 Q2	$52.2K	Buy	545 +6	+1%	+$635	0.02%	134
2022 Q1	$63.7K	Buy	539 +5	+0.9%	+$569	0.02%	122
2021 Q4	$57.9K	Buy	534 +4	+0.8%	+$434	0.02%	140
2021 Q3	$55.7K	Buy	530 +5	+1%	+$515	0.02%	120
2021 Q2	$53.8K	Buy	525 +5	+1%	+$511	0.02%	131
2021 Q1	$47.4K	Buy	520 +12	+2%	+$1.03K	0.02%	140
2020 Q4	$39.7K	Buy	508 +24	+5%	+$1.73K	0.01%	142
2020 Q3	$30.7K	Hold	484	–	–	0.01%	148
2020 Q2	$29.5K	Buy	484 +8	+2%	+$470	0.01%	146
2020 Q1	$24.8K	Buy	476 +13	+3%	+$1.03K	0.01%	144
2019 Q4	$43.4K	Buy	463 +424	+1,087%	+$38.9K	0.02%	140
2019 Q3	$3.51K	Buy	+39	New	+$3.53K	﹤0.01%	311
2019 Q2	–	Sell	-39	Closed	-$3.58K	–	1226
2019 Q1	$3.58K	Hold	39	–	–	﹤0.01%	273
2018 Q4	$3.18K	Hold	39	–	–	﹤0.01%	290
2018 Q3	$3.95K	Hold	39	–	–	﹤0.01%	284
2018 Q2	$3.65K	Hold	39	–	–	﹤0.01%	282
2018 Q1	$4.04K	Buy	+39	New	+$4.4K	﹤0.01%	265
2017 Q1	–	Sell	-11	Closed	-$1.15K	–	736
2016 Q4	$1.15K	Hold	11	–	–	﹤0.01%	398
2016 Q3	$898	Hold	11	–	–	﹤0.01%	455
2016 Q2	$785	Hold	11	–	–	﹤0.01%	474
2016 Q1	$794	Hold	11	–	–	﹤0.01%	477
2015 Q4	$896	Hold	11	–	–	﹤0.01%	423
2015 Q3	$838	Hold	11	–	–	﹤0.01%	437
2015 Q2	$963	Hold	11	–	–	﹤0.01%	405
2015 Q1	$883	Hold	11	–	–	﹤0.01%	422
2014 Q4	$995	Hold	11	–	–	﹤0.01%	360
2014 Q3	$967	Buy	+11	New	+$983	﹤0.01%	354
2014 Q1	–	Sell	-11	Closed	-$995	–	621
2013 Q4	$995	Buy	+11	New	+$939	﹤0.01%	360

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Raffa Wealth Management's PRU Position: Q2 2026 in Review

Raffa Wealth Management reduced its Prudential Financial (PRU) stake by 8.2% in Q2 2026, selling an estimated $5.29K and leaving 584 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #157.

Raffa Wealth Management first reported a position in PRU in Q4 2013 and has held it in 44 quarters since. The position peaked at $72.6K in Q3 2024. 1,335 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Raffa Wealth Management held 584 shares of Prudential Financial worth $63.1K as of Q2 2026.
Raffa Wealth Management sold 52 Prudential Financial shares in Q2 2026, an estimated $5.29K.
Prudential Financial made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #157 holding.
Raffa Wealth Management first reported a position in Prudential Financial in Q4 2013 and has held it in 44 quarters since.
Raffa Wealth Management's Prudential Financial position peaked at $72.6K in Q3 2024.
1,335 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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