Regal Investment Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.36M | Sell |
12,593
-141
| -1% | -$14.3K | 0.07% | 266 |
|
|
2026
Q1 | $1.24M | Sell |
12,734
-250
| -2% | -$25.9K | 0.07% | 250 |
|
|
2025
Q4 | $1.47M | Sell |
12,984
-47
| -0.4% | -$5.04K | 0.09% | 231 |
|
|
2025
Q3 | $1.35M | Sell |
13,031
-86
| -0.7% | -$9.06K | 0.09% | 218 |
|
|
2025
Q2 | $1.41M | Sell |
13,117
-395
| -3% | -$40.9K | 0.11% | 192 |
|
|
2025
Q1 | $1.51M | Sell |
13,512
-14
| -0.1% | -$1.59K | 0.12% | 174 |
|
|
2024
Q4 | $1.6M | Buy |
13,526
+37
| +0.3% | +$4.57K | 0.12% | 182 |
|
|
2024
Q3 | $1.63M | Sell |
13,489
-1,341
| -9% | -$159K | 0.11% | 194 |
|
|
2024
Q2 | $1.74M | Sell |
14,830
-293
| -2% | -$33.8K | 0.11% | 193 |
|
|
2024
Q1 | $1.78M | Buy |
15,123
+4,212
| +39% | +$454K | 0.12% | 184 |
|
|
2023
Q4 | $1.13M | Buy |
10,911
+7,601
| +230% | +$729K | 0.09% | 209 |
|
|
2023
Q3 | $314K | Sell |
3,310
-2
| -0.1% | -$189 | 0.03% | 383 |
|
|
2023
Q2 | $292K | Sell |
3,312
-1,277
| -28% | -$107K | 0.02% | 399 |
|
|
2023
Q1 | $380K | Buy |
4,589
+381
| +9% | +$36.4K | 0.03% | 342 |
|
|
2022
Q4 | $418K | Buy |
4,208
+868
| +26% | +$87.9K | 0.04% | 310 |
|
|
2022
Q3 | $287K | Sell |
3,340
-1,317
| -28% | -$127K | 0.03% | 375 |
|
|
2022
Q2 | $446K | Sell |
4,657
-279
| -6% | -$29.5K | 0.05% | 301 |
|
|
2022
Q1 | $583K | Buy |
4,936
+336
| +7% | +$38.2K | 0.05% | 286 |
|
|
2021
Q4 | $498K | Buy |
4,600
+269
| +6% | +$29.2K | 0.04% | 332 |
|
|
2021
Q3 | $456K | Buy |
4,331
+305
| +8% | +$31.4K | 0.04% | 342 |
|
|
2021
Q2 | $413K | Buy |
+4,026
| New | +$411K | 0.04% | 357 |
|
|
2015
Q4 | – | Sell |
-328
| Closed | -$24K | – | 729 |
|
|
2015
Q3 | $24K | Buy |
328
+128
| +64% | +$10.7K | 0.01% | 533 |
|
|
2015
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 582 |
|
|
2015
Q1 | $16K | Buy |
200
+100
| +100% | +$8.1K | ﹤0.01% | 600 |
|
|
2014
Q4 | $9K | Sell |
100
-100
| -50% | -$8.59K | ﹤0.01% | 653 |
|
|
2014
Q3 | $18K | Buy |
200
+100
| +100% | +$8.94K | 0.01% | 576 |
|
|
2014
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 694 |
|
|
2014
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 677 |
|
|
2013
Q4 | $9K | Sell |
100
-7
| -7% | -$598 | 0.01% | 609 |
|
|
2013
Q3 | $8K | Hold |
107
| – | – | ﹤0.01% | 646 |
|
|
2013
Q2 | $8K | Buy |
+107
| New | +$6.94K | ﹤0.01% | 636 |
|
Other funds holding PRU
Regal Investment Advisors's PRU Position: Q2 2026 in Review
Regal Investment Advisors reduced its Prudential Financial (PRU) stake by 1.1% in Q2 2026, selling an estimated $14.3K and leaving 12,593 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #266.
Regal Investment Advisors first reported a position in PRU in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.78M in Q1 2024. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Regal Investment Advisors held 12,593 shares of Prudential Financial worth $1.36M as of Q2 2026.
- Regal Investment Advisors sold 141 Prudential Financial shares in Q2 2026, an estimated $14.3K.
- Prudential Financial made up 0.07% of Regal Investment Advisors's portfolio in Q2 2026, its #266 holding.
- Regal Investment Advisors first reported a position in Prudential Financial in Q2 2013 and has held it in 31 quarters since.
- Regal Investment Advisors's Prudential Financial position peaked at $1.78M in Q1 2024.
- 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.