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Retirement Wealth Solutions’s Prudential Financial PRU Stock Holding History

Retirement Wealth Solutions’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 		$8.03K Hold
74
– – ﹤0.01% 256
2026
Q1 		$7.22K Sell
74
-211
-74% -$21.9K ﹤0.01% 255
2025
Q4 		$32.2K Sell
285
-14
-5% -$1.5K 0.02% 121
2025
Q3 		$31K Sell
299
-28
-9% -$2.95K 0.02% 124
2025
Q2 		$35.2K Hold
327
– – 0.03% 109
2025
Q1 		$36.5K Hold
327
– – 0.03% 95
2024
Q4 		$37.4K Buy
+327
New +$40.4K 0.03% 100

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Retirement Wealth Solutions's PRU Position: Q2 2026 in Review

Retirement Wealth Solutions held its Prudential Financial (PRU) position steady in Q2 2026 at 74 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Retirement Wealth Solutions first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.4K in Q4 2024. 215 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Retirement Wealth Solutions held 74 shares of Prudential Financial worth $8.03K as of Q2 2026.
  • Retirement Wealth Solutions left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #256 holding.
  • Retirement Wealth Solutions first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Prudential Financial position peaked at $37.4K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.