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Sequoia Financial Advisors’s Prudential Financial PRU Stock Holding History

Sequoia Financial 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 		$2.7M Buy
25,053
+1,182
+5% +$120K 0.01% 513
2026
Q1 		$2.33M Sell
23,871
-293
-1% -$30.3K 0.01% 553
2025
Q4 		$2.73M Buy
24,164
+3,049
+14% +$327K 0.02% 479
2025
Q3 		$2.19M Buy
21,115
+10,922
+107% +$1.15M 0.01% 492
2025
Q2 		$1.1M Buy
10,193
+167
+2% +$17.3K 0.01% 653
2025
Q1 		$1.12M Sell
10,026
-416
-4% -$47.4K 0.01% 582
2024
Q4 		$1.24M Buy
10,442
+2,461
+31% +$304K 0.01% 521
2024
Q3 		$966K Buy
7,981
+427
+6% +$50.5K 0.01% 555
2024
Q2 		$885K Buy
7,554
+105
+1% +$12.1K 0.01% 506
2024
Q1 		$875K Buy
7,449
+94
+1% +$10.1K 0.01% 508
2023
Q4 		$763K Buy
7,355
+3,220
+78% +$309K 0.01% 611
2023
Q3 		$392K Buy
4,135
+55
+1% +$5.2K 0.01% 590
2023
Q2 		$360K Sell
4,080
-101
-2% -$8.45K 0.01% 631
2023
Q1 		$346K Buy
4,181
+824
+25% +$78.6K 0.01% 580
2022
Q4 		$334K Buy
+3,357
New +$340K 0.01% 551
2022
Q2 		– Sell
-1,984
Closed -$234K – 663
2022
Q1 		$234K Sell
1,984
-1,144
-37% -$130K 0.01% 570
2021
Q4 		$339K Buy
+3,128
New +$340K 0.01% 411
2021
Q3 		– Sell
-2,523
Closed -$259K – 400
2021
Q2 		$259K Buy
+2,523
New +$258K 0.01% 405
2020
Q1 		– Sell
-2,510
Closed -$235K – 397
2019
Q4 		$235K Buy
+2,510
New +$230K 0.01% 338
2019
Q3 		– Sell
-2,166
Closed -$219K – 384
2019
Q2 		$219K Buy
+2,166
New +$216K 0.02% 336

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

Sequoia Financial Advisors's PRU Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Prudential Financial (PRU) stake by 5% in Q2 2026, buying an estimated $120K and bringing the position to 25,053 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #513.

Sequoia Financial Advisors first reported a position in PRU in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.73M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Sequoia Financial Advisors held 25,053 shares of Prudential Financial worth $2.7M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,182 Prudential Financial shares in Q2 2026, an estimated $120K.
  • Prudential Financial made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #513 holding.
  • Sequoia Financial Advisors first reported a position in Prudential Financial in Q2 2019 and has held it in 20 quarters since.
  • Sequoia Financial Advisors's Prudential Financial position peaked at $2.73M in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.