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SteelPeak Wealth’s Prudential Financial PRU Stock Holding History

SteelPeak Wealth’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 		$286K Sell
2,648
-5,403
-67% -$549K 0.01% 543
2026
Q1 		$787K Buy
+8,051
New +$834K 0.02% 320
2025
Q4 		– Sell
-8,341
Closed -$865K – 618
2025
Q3 		$865K Buy
+8,341
New +$878K 0.03% 312
2024
Q4 		– Sell
-3,216
Closed -$389K – 619
2024
Q3 		$389K Sell
3,216
-6,949
-68% -$821K 0.02% 354
2024
Q2 		$1.19M Buy
10,165
+6,684
+192% +$771K 0.06% 206
2024
Q1 		$409K Buy
+3,481
New +$375K 0.02% 322
2023
Q4 		– Sell
-44,393
Closed -$4.21M – 499
2023
Q3 		$4.21M Buy
44,393
+41,467
+1,417% +$3.92M 0.26% 78
2023
Q2 		$258K Sell
2,926
-2,441
-45% -$204K 0.02% 356
2023
Q1 		$444K Buy
5,367
+603
+13% +$57.6K 0.03% 255
2022
Q4 		$474K Sell
4,764
-962
-17% -$97.4K 0.03% 254
2022
Q3 		$491K Buy
5,726
+1,902
+50% +$183K 0.04% 253
2022
Q2 		$366K Sell
3,824
-676
-15% -$71.5K 0.03% 291
2022
Q1 		$532K Buy
4,500
+1,952
+77% +$222K 0.03% 273
2021
Q4 		$276K Sell
2,548
-638
-20% -$69.3K 0.02% 338
2021
Q3 		$335K Sell
3,186
-124
-4% -$12.8K 0.02% 313
2021
Q2 		$339K Buy
+3,310
New +$338K 0.02% 320
2021
Q1 		– Sell
-3,360
Closed -$262K – 399
2020
Q4 		$262K Buy
+3,360
New +$243K 0.02% 278
2020
Q2 		– Sell
-4,188
Closed -$218K – 302
2020
Q1 		$218K Buy
+4,188
New +$333K 0.03% 202

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

SteelPeak Wealth's PRU Position: Q2 2026 in Review

SteelPeak Wealth reduced its Prudential Financial (PRU) stake by 67% in Q2 2026, selling an estimated $549K and leaving 2,648 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #543.

SteelPeak Wealth first reported a position in PRU in Q1 2020 and has held it in 18 quarters since. The position peaked at $4.21M in Q3 2023. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • SteelPeak Wealth held 2,648 shares of Prudential Financial worth $286K as of Q2 2026.
  • SteelPeak Wealth sold 5,403 Prudential Financial shares in Q2 2026, an estimated $549K.
  • Prudential Financial made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #543 holding.
  • SteelPeak Wealth first reported a position in Prudential Financial in Q1 2020 and has held it in 18 quarters since.
  • SteelPeak Wealth's Prudential Financial position peaked at $4.21M in Q3 2023.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.