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Spartan Wealth Advisory Services LLC’s Prudential Financial PRU Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$291K Sell
2,694
-425
-14% -$43.2K 0.02% 267
2026
Q1 		$305K Buy
+3,119
New +$323K 0.03% 252

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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

Spartan Wealth Advisory Services LLC's PRU Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Prudential Financial (PRU) stake by 14% in Q2 2026, selling an estimated $43.2K and leaving 2,694 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #267.

Spartan Wealth Advisory Services LLC first reported a position in PRU in Q1 2026 and has held it in 2 quarters since. The position peaked at $305K in Q1 2026. 1,335 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 2,694 shares of Prudential Financial worth $291K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 425 Prudential Financial shares in Q2 2026, an estimated $43.2K.
  • Prudential Financial made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #267 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Prudential Financial in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Prudential Financial position peaked at $305K in Q1 2026.
  • 1,335 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.