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SOA Wealth Advisors’s Prudential Financial PRU Stock Holding History

SOA Wealth 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 		$59.4K Buy
551
+4
+0.7% +$407 0.01% 358
2026
Q1 		$53.5K Buy
547
+5
+0.9% +$518 0.01% 357
2025
Q4 		$61.2K Buy
542
+4
+0.7% +$429 0.01% 338
2025
Q3 		$55.9K Buy
538
+2
+0.4% +$211 0.01% 363
2025
Q2 		$57.6K Buy
536
+85
+19% +$8.81K 0.01% 347
2025
Q1 		$50.4K Sell
451
-37
-8% -$4.22K 0.01% 343
2024
Q4 		$57.8K Buy
488
+1
+0.2% +$123 0.01% 314
2024
Q3 		$58.9K Buy
487
+2
+0.4% +$236 0.01% 300
2024
Q2 		$56.9K Buy
485
+1
+0.2% +$115 0.01% 294
2024
Q1 		$56.8K Hold
484
– – 0.01% 289
2023
Q4 		$50.2K Hold
484
– – 0.01% 294
2023
Q3 		$45.9K Hold
484
– – 0.01% 294
2023
Q2 		$42.7K Hold
484
– – 0.01% 311
2023
Q1 		$40.1K Buy
484
+131
+37% +$12.5K 0.01% 311
2022
Q4 		$35.1K Hold
353
– – 0.01% 321
2022
Q3 		$30K Buy
353
+97
+38% +$9.34K 0.01% 323
2022
Q2 		$24K Sell
256
-10
-4% -$1.06K 0.01% 353
2022
Q1 		$31K Hold
266
– – 0.01% 388
2021
Q4 		$28K Hold
266
– – 0.01% 389
2021
Q3 		$27K Hold
266
– – 0.01% 404
2021
Q2 		$27K Buy
266
+8
+3% +$817 0.01% 408
2021
Q1 		$23K Sell
258
-1
-0.4% -$86 0.01% 378
2020
Q4 		$21K Buy
+259
New +$18.7K 0.01% 395

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BB
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

SOA Wealth Advisors's PRU Position: Q2 2026 in Review

SOA Wealth Advisors increased its Prudential Financial (PRU) stake by 0.73% in Q2 2026, buying an estimated $407 and bringing the position to 551 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #358.

SOA Wealth Advisors first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. The position peaked at $61.2K in Q4 2025. 281 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • SOA Wealth Advisors held 551 shares of Prudential Financial worth $59.4K as of Q2 2026.
  • SOA Wealth Advisors bought 4 Prudential Financial shares in Q2 2026, an estimated $407.
  • Prudential Financial made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #358 holding.
  • SOA Wealth Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Prudential Financial position peaked at $61.2K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.