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SkyOak Wealth’s Prudential Financial PRU Stock Holding History

SkyOak 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 		$719K Sell
6,658
-373
-5% -$37.9K 0.12% 111
2026
Q1 		$687K Sell
7,031
-16
-0.2% -$1.66K 0.13% 107
2025
Q4 		$795K Sell
7,047
-80
-1% -$8.58K 0.14% 97
2025
Q3 		$739K Sell
7,127
-616
-8% -$64.9K 0.14% 98
2025
Q2 		$832K Sell
7,743
-1,003
-11% -$104K 0.17% 88
2025
Q1 		$977K Sell
8,746
-769
-8% -$87.6K 0.21% 76
2024
Q4 		$1.13M Sell
9,515
-415
-4% -$51.2K 0.24% 70
2024
Q3 		$1.2M Sell
9,930
-415
-4% -$49.1K 0.27% 69
2024
Q2 		$1.21M Sell
10,345
-456
-4% -$52.6K 0.28% 67
2024
Q1 		$1.27M Sell
10,801
-163
-1% -$17.6K 0.3% 66
2023
Q4 		$1.14M Sell
10,964
-607
-5% -$58.2K 0.3% 69
2023
Q3 		$1.1M Sell
11,571
-156
-1% -$14.8K 0.32% 65
2023
Q2 		$1.03M Sell
11,727
-1,986
-14% -$166K 0.29% 72
2023
Q1 		$1.13M Sell
13,713
-65
-0.5% -$6.2K 0.35% 66
2022
Q4 		$1.37M Sell
13,778
-20
-0.1% -$2.03K 0.46% 56
2022
Q3 		$1.18M Sell
13,798
-399
-3% -$38.4K 0.42% 60
2022
Q2 		$1.36M Sell
14,197
-139
-1% -$14.7K 0.46% 58
2022
Q1 		$1.69M Sell
14,336
-163
-1% -$18.5K 0.47% 57
2021
Q4 		$1.57M Buy
14,499
+81
+0.6% +$8.8K 0.4% 68
2021
Q3 		$1.52M Buy
14,418
+121
+0.8% +$12.5K 0.41% 65
2021
Q2 		$1.47M Sell
14,297
-43
-0.3% -$4.39K 0.39% 66
2021
Q1 		$1.43M Sell
14,340
-1,139
-7% -$97.5K 0.4% 68
2020
Q4 		$1.21M Sell
15,479
-857
-5% -$61.9K 0.38% 72
2020
Q3 		$1.04M Buy
16,336
+71
+0.4% +$4.67K 0.37% 70
2020
Q2 		$991K Sell
16,265
-40
-0.2% -$2.35K 0.37% 68
2020
Q1 		$850K Sell
16,305
-185
-1% -$14.7K 0.43% 53
2019
Q4 		$1.55M Buy
+16,490
New +$1.51M 0.48% 51

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

SkyOak Wealth's PRU Position: Q2 2026 in Review

SkyOak Wealth reduced its Prudential Financial (PRU) stake by 5.3% in Q2 2026, selling an estimated $37.9K and leaving 6,658 shares worth $719K. The position accounts for 0.12% of the portfolio, ranked #111.

SkyOak Wealth first reported a position in PRU in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.69M in Q1 2022. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • SkyOak Wealth held 6,658 shares of Prudential Financial worth $719K as of Q2 2026.
  • SkyOak Wealth sold 373 Prudential Financial shares in Q2 2026, an estimated $37.9K.
  • Prudential Financial made up 0.12% of SkyOak Wealth's portfolio in Q2 2026, its #111 holding.
  • SkyOak Wealth first reported a position in Prudential Financial in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Prudential Financial position peaked at $1.69M in Q1 2022.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.