Sax Wealth Advisors’s Prudential Financial PRU Stock Holding History

Sax 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	$444K	Buy	4,547 +1,838	+68%	+$187K	0.02%	366
2026 Q1	$306K	Hold	2,709	–	–	0.01%	382
2025 Q4	$306K	Buy	+2,709	New	+$290K	0.01%	390
2023 Q2	–	Sell	-2,990	Closed	-$247K	–	183
2023 Q1	$247K	Buy	2,990 +5	+0.2%	+$477	0.05%	148
2022 Q4	$297K	Buy	2,985 +3	+0.1%	+$304	0.07%	134
2022 Q3	$256K	Sell	2,982 -2	-0.1%	-$193	0.07%	141
2022 Q2	$285K	Buy	2,984 +369	+14%	+$39.1K	0.07%	138
2022 Q1	$309K	Sell	2,615 -9	-0.3%	-$1.02K	0.07%	138
2021 Q4	$284K	Buy	2,624 +7	+0.3%	+$760	0.06%	147
2021 Q3	$275K	Buy	+2,617	New	+$270K	0.07%	137

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

Sax Wealth Advisors's PRU Position: Q2 2026 in Review

Sax Wealth Advisors increased its Prudential Financial (PRU) stake by 68% in Q2 2026, buying an estimated $187K and bringing the position to 4,547 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #366.

Sax Wealth Advisors first reported a position in PRU in Q3 2021 and has held it in 10 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Sax Wealth Advisors held 4,547 shares of Prudential Financial worth $444K as of Q2 2026.
Sax Wealth Advisors bought 1,838 Prudential Financial shares in Q2 2026, an estimated $187K.
Prudential Financial made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #366 holding.
Sax Wealth Advisors first reported a position in Prudential Financial in Q3 2021 and has held it in 10 quarters since.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.