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Smallwood Wealth Investment Management’s Prudential Financial PRU Stock Holding History

Smallwood Wealth Investment 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 		$539 Hold
5
– – ﹤0.01% 457
2026
Q1 		$488 Hold
5
– – ﹤0.01% 459
2025
Q4 		$564 Hold
5
– – ﹤0.01% 445
2025
Q3 		$518 Hold
5
– – ﹤0.01% 455
2025
Q2 		$537 Hold
5
– – ﹤0.01% 492
2025
Q1 		$558 Buy
+5
New +$570 ﹤0.01% 434

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Smallwood Wealth Investment Management's PRU Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Prudential Financial (PRU) position steady in Q2 2026 at 5 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Smallwood Wealth Investment Management first reported a position in PRU in Q1 2025 and has held it in 6 quarters since. The position peaked at $564 in Q4 2025. 407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Smallwood Wealth Investment Management held 5 shares of Prudential Financial worth $539 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #457 holding.
  • Smallwood Wealth Investment Management first reported a position in Prudential Financial in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Prudential Financial position peaked at $564 in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.