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SageView Advisory Group’s Prudential Financial PRU Stock Holding History

SageView Advisory Group’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 		$242K Sell
2,240
-1,291
-37% -$131K 0.01% 559
2026
Q1 		$345K Sell
3,531
-12,180
-78% -$1.26M 0.01% 436
2025
Q4 		$1.77M Sell
15,711
-225
-1% -$24.1K 0.06% 166
2025
Q3 		$1.65M Buy
15,936
+12,808
+409% +$1.35M 0.06% 189
2025
Q2 		$324K Buy
3,128
+881
+39% +$91.3K 0.01% 474
2025
Q1 		$251K Sell
2,247
-565
-20% -$64.4K 0.01% 519
2024
Q4 		$333K Buy
2,812
+492
+21% +$60.7K 0.01% 427
2024
Q3 		$281K Sell
2,320
-171
-7% -$20.2K 0.01% 418
2024
Q2 		$292K Sell
2,491
-1,973
-44% -$228K 0.01% 440
2024
Q1 		$453K Buy
4,464
+1,525
+52% +$164K 0.02% 346
2023
Q4 		$313K Buy
2,939
+459
+19% +$44K 0.01% 497
2023
Q3 		$235K Buy
2,480
+40
+2% +$3.78K 0.01% 483
2023
Q2 		$215K Buy
+2,440
New +$204K 0.01% 520
2023
Q1 		– Sell
-2,524
Closed -$251K – 477
2022
Q4 		$251K Buy
+2,524
New +$256K 0.02% 359

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

SageView Advisory Group's PRU Position: Q2 2026 in Review

SageView Advisory Group reduced its Prudential Financial (PRU) stake by 37% in Q2 2026, selling an estimated $131K and leaving 2,240 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #559.

SageView Advisory Group first reported a position in PRU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.77M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • SageView Advisory Group held 2,240 shares of Prudential Financial worth $242K as of Q2 2026.
  • SageView Advisory Group sold 1,291 Prudential Financial shares in Q2 2026, an estimated $131K.
  • Prudential Financial made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #559 holding.
  • SageView Advisory Group first reported a position in Prudential Financial in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Prudential Financial position peaked at $1.77M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.