Sheets Smith Wealth Management’s Prudential Financial PRU Stock Holding History

Sheets Smith Wealth Management’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	$239K	Hold	2,217	–	–	0.02%	375
2026 Q1	$217K	Sell	2,217 -2	-0.1%	-$207	0.02%	376
2025 Q4	$250K	Buy	2,219 +3	+0.1%	+$322	0.03%	370
2025 Q3	$230K	Hold	2,216	–	–	0.03%	380
2025 Q2	$238K	Hold	2,216	–	–	0.03%	376
2025 Q1	$247K	Hold	2,216	–	–	0.03%	322
2024 Q4	$263K	Buy	+2,216	New	+$274K	0.03%	330

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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

Sheets Smith Wealth Management's PRU Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Prudential Financial (PRU) position steady in Q2 2026 at 2,217 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #375.

Sheets Smith Wealth Management first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q4 2024. 194 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Sheets Smith Wealth Management held 2,217 shares of Prudential Financial worth $239K as of Q2 2026.
Sheets Smith Wealth Management left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #375 holding.
Sheets Smith Wealth Management first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
Sheets Smith Wealth Management's Prudential Financial position peaked at $263K in Q4 2024.
194 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.