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Simplicity Wealth’s Prudential Financial PRU Stock Holding History

Simplicity Wealth’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 		$353K Buy
3,270
+26
+0.8% +$2.64K 0.01% 774
2026
Q1 		$317K Buy
3,244
+64
+2% +$6.63K 0.02% 567
2025
Q4 		$359K Buy
+3,180
New +$341K 0.02% 513
2024
Q3 		– Sell
-8,440
Closed -$989K – 1026
2024
Q2 		$989K Sell
8,440
-206
-2% -$23.8K 0.02% 529
2024
Q1 		$1.02M Buy
+8,646
New +$932K 0.02% 511

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

Simplicity Wealth's PRU Position: Q2 2026 in Review

Simplicity Wealth increased its Prudential Financial (PRU) stake by 0.8% in Q2 2026, buying an estimated $2.64K and bringing the position to 3,270 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #774.

Simplicity Wealth first reported a position in PRU in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Simplicity Wealth held 3,270 shares of Prudential Financial worth $353K as of Q2 2026.
  • Simplicity Wealth bought 26 Prudential Financial shares in Q2 2026, an estimated $2.64K.
  • Prudential Financial made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #774 holding.
  • Simplicity Wealth first reported a position in Prudential Financial in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Prudential Financial position peaked at $1.02M in Q1 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.