Regent Peak Wealth Advisors’s Prudential Financial PRU Stock Holding History

Regent Peak Wealth Advisors’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	$215K	Buy	+1,989	New	+$202K	0.04%	203
2026 Q1	–	Sell	-1,821	Closed	-$206K	–	210
2025 Q4	$206K	Buy	+1,821	New	+$195K	0.04%	185
2025 Q1	$211K	Sell	1,888 -5	-0.3%	-$570	0.05%	158
2024 Q4	$224K	Buy	1,893 +2	+0.1%	+$247	0.05%	148
2024 Q3	$229K	Buy	1,891 +41	+2%	+$4.85K	0.05%	152
2024 Q2	$217K	Buy	1,850 +3	+0.2%	+$346	0.05%	150
2024 Q1	$217K	Buy	+1,847	New	+$199K	0.06%	153
2022 Q2	–	Sell	-1,844	Closed	-$218K	–	169
2022 Q1	$218K	Buy	+1,844	New	+$210K	0.06%	152
2021 Q1	–	Sell	-1,721	Closed	-$134K	–	771
2020 Q4	$134K	Buy	+1,721	New	+$124K	0.04%	182

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

Regent Peak Wealth Advisors's PRU Position: Q2 2026 in Review

Regent Peak Wealth Advisors opened a new position in Prudential Financial (PRU) in Q2 2026: 1,989 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #203 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in PRU as recently as Q4 2025.

Regent Peak Wealth Advisors first reported a position in PRU in Q4 2020 and has held it in 9 quarters since. The position peaked at $229K in Q3 2024. 1,408 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Regent Peak Wealth Advisors held 1,989 shares of Prudential Financial worth $215K as of Q2 2026.
Prudential Financial was a new Regent Peak Wealth Advisors position in Q2 2026.
Prudential Financial made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #203 holding.
Regent Peak Wealth Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 9 quarters since.
Regent Peak Wealth Advisors's Prudential Financial position peaked at $229K in Q3 2024.
1,408 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.