SWM
PRU icon

Spire Wealth Management’s Prudential Financial PRU Stock Holding History

Spire Wealth 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 		$121K Buy
1,121
+6
+0.5% +$610 ﹤0.01% 923
2026
Q1 		$109K Sell
1,115
-85
-7% -$8.8K ﹤0.01% 941
2025
Q4 		$135K Sell
1,200
-206
-15% -$22.1K ﹤0.01% 902
2025
Q3 		$146K Buy
1,406
+225
+19% +$23.7K 0.01% 874
2025
Q2 		$127K Sell
1,181
-792
-40% -$82.1K ﹤0.01% 891
2025
Q1 		$220K Sell
1,973
-172
-8% -$19.6K 0.01% 798
2024
Q4 		$254K Sell
2,145
-40
-2% -$4.94K 0.01% 749
2024
Q3 		$265K Buy
2,185
+22
+1% +$2.6K 0.01% 665
2024
Q2 		$254K Buy
2,163
+386
+22% +$44.5K 0.01% 658
2024
Q1 		$209K Buy
1,777
+24
+1% +$2.59K ﹤0.01% 758
2023
Q4 		$181K Sell
1,753
-437
-20% -$41.9K 0.01% 790
2023
Q3 		$208K Buy
2,190
+171
+8% +$16.2K 0.01% 703
2023
Q2 		$178K Sell
2,019
-198
-9% -$16.6K 0.01% 760
2023
Q1 		$183K Buy
2,217
+192
+9% +$18.3K 0.01% 750
2022
Q4 		$201K Buy
2,025
+221
+12% +$22.4K 0.01% 561
2022
Q3 		$155K Sell
1,804
-667
-27% -$64.2K 0.01% 590
2022
Q2 		$236K Sell
2,471
-374
-13% -$39.6K 0.01% 705
2022
Q1 		$336K Sell
2,845
-3,434
-55% -$390K 0.01% 691
2021
Q4 		$680K Buy
6,279
+2,752
+78% +$299K 0.02% 600
2021
Q3 		$371K Sell
3,527
-472
-12% -$48.6K 0.01% 692
2021
Q2 		$410K Sell
3,999
-3,333
-45% -$340K 0.01% 673
2021
Q1 		$670K Buy
+7,332
New +$628K 0.02% 571

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

Spire Wealth Management's PRU Position: Q2 2026 in Review

Spire Wealth Management increased its Prudential Financial (PRU) stake by 0.54% in Q2 2026, buying an estimated $610 and bringing the position to 1,121 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Spire Wealth Management first reported a position in PRU in Q1 2021 and has held it in 22 quarters since. The position peaked at $680K in Q4 2021. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Spire Wealth Management held 1,121 shares of Prudential Financial worth $121K as of Q2 2026.
  • Spire Wealth Management bought 6 Prudential Financial shares in Q2 2026, an estimated $610.
  • Prudential Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #923 holding.
  • Spire Wealth Management first reported a position in Prudential Financial in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Prudential Financial position peaked at $680K in Q4 2021.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.