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Sagespring Wealth Partners’s Prudential Financial PRU Stock Holding History

Sagespring Wealth Partners’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 		$712K Buy
6,601
+553
+9% +$56.2K 0.01% 436
2026
Q1 		$591K Sell
6,048
-863
-12% -$89.4K 0.01% 455
2025
Q4 		$780K Buy
6,911
+1,009
+17% +$108K 0.01% 356
2025
Q3 		$612K Buy
5,902
+446
+8% +$47K 0.01% 416
2025
Q2 		$586K Sell
5,456
-583
-10% -$60.4K 0.01% 391
2025
Q1 		$674K Buy
6,039
+1,154
+24% +$131K 0.02% 323
2024
Q4 		$579K Buy
+4,885
New +$603K 0.02% 316

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

Sagespring Wealth Partners's PRU Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Prudential Financial (PRU) stake by 9.1% in Q2 2026, buying an estimated $56.2K and bringing the position to 6,601 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #436.

Sagespring Wealth Partners first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $780K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Sagespring Wealth Partners held 6,601 shares of Prudential Financial worth $712K as of Q2 2026.
  • Sagespring Wealth Partners bought 553 Prudential Financial shares in Q2 2026, an estimated $56.2K.
  • Prudential Financial made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #436 holding.
  • Sagespring Wealth Partners first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Prudential Financial position peaked at $780K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.