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Sowell Financial Services’s Prudential Financial PRU Stock Holding History

Sowell Financial Services’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 		$395K Buy
3,658
+73
+2% +$7.42K 0.01% 754
2026
Q1 		$350K Sell
3,585
-2,825
-44% -$293K 0.01% 778
2025
Q4 		$724K Buy
6,410
+392
+7% +$42K 0.03% 526
2025
Q3 		$624K Sell
6,018
-1,289
-18% -$136K 0.02% 576
2025
Q2 		$785K Buy
7,307
+83
+1% +$8.6K 0.03% 483
2025
Q1 		$807K Buy
+7,224
New +$823K 0.04% 447
2023
Q2 		– Sell
-8,333
Closed -$689K – 764
2023
Q1 		$689K Sell
8,333
-1,741
-17% -$166K 0.05% 372
2022
Q4 		$1M Buy
+10,074
New +$1.02M 0.06% 319
2022
Q1 		– Sell
-18,386
Closed -$1.99M – 420
2021
Q4 		$1.99M Buy
18,386
+5,635
+44% +$612K 0.11% 191
2021
Q3 		$1.34M Sell
12,751
-579
-4% -$59.7K 0.09% 249
2021
Q2 		$1.37M Sell
13,330
-511
-4% -$52.2K 0.09% 250
2021
Q1 		$1.46M Sell
13,841
-3,162
-19% -$271K 0.05% 312
2020
Q4 		$1.33M Buy
17,003
+1,529
+10% +$110K 0.06% 269
2020
Q3 		$983K Sell
15,474
-3,286
-18% -$216K 0.05% 299
2020
Q2 		$1.14M Buy
18,760
+5,664
+43% +$333K 0.06% 249
2020
Q1 		$683K Buy
13,096
+3,184
+32% +$253K 0.05% 317
2019
Q4 		$929K Sell
9,912
-2,520
-20% -$231K 0.07% 280
2019
Q3 		$1.12M Buy
+12,432
New +$1.13M 0.09% 230
2019
Q1 		$482K Buy
5,241
+2,648
+102% +$244K 0.05% 337
2018
Q4 		$212K Sell
2,593
-2,384
-48% -$220K 0.03% 450
2018
Q3 		$504K Buy
4,977
+131
+3% +$12.9K 0.07% 196
2018
Q2 		$467K Buy
4,846
+1,529
+46% +$154K 0.1% 179
2018
Q1 		$336K Buy
+3,317
New +$374K 0.08% 201
2017
Q1 		– Sell
-110
Closed -$12K – 503
2016
Q4 		$12K Buy
+110
New +$10.4K ﹤0.01% 468

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

Sowell Financial Services's PRU Position: Q2 2026 in Review

Sowell Financial Services increased its Prudential Financial (PRU) stake by 2% in Q2 2026, buying an estimated $7.42K and bringing the position to 3,658 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #754.

Sowell Financial Services first reported a position in PRU in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.99M in Q4 2021. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Sowell Financial Services held 3,658 shares of Prudential Financial worth $395K as of Q2 2026.
  • Sowell Financial Services bought 73 Prudential Financial shares in Q2 2026, an estimated $7.42K.
  • Prudential Financial made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #754 holding.
  • Sowell Financial Services first reported a position in Prudential Financial in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's Prudential Financial position peaked at $1.99M in Q4 2021.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.