Steward Partners Investment Advisory’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.01M | Sell |
55,660
-3,657
| -6% | -$372K | 0.03% | 495 |
|
|
2026
Q1 | $5.79M | Buy |
59,317
+10,360
| +21% | +$1.07M | 0.03% | 460 |
|
|
2025
Q4 | $5.53M | Sell |
48,957
-2,543
| -5% | -$273K | 0.03% | 442 |
|
|
2025
Q3 | $5.34M | Buy |
51,500
+6,206
| +14% | +$653K | 0.03% | 452 |
|
|
2025
Q2 | $4.87M | Buy |
45,294
+1,320
| +3% | +$137K | 0.04% | 436 |
|
|
2025
Q1 | $4.91M | Buy |
43,974
+3,496
| +9% | +$398K | 0.04% | 405 |
|
|
2024
Q4 | $4.8M | Buy |
40,478
+1,133
| +3% | +$140K | 0.04% | 383 |
|
|
2024
Q3 | $4.76M | Buy |
39,345
+1,468
| +4% | +$174K | 0.04% | 377 |
|
|
2024
Q2 | $4.44M | Buy |
37,877
+8,461
| +29% | +$977K | 0.05% | 359 |
|
|
2024
Q1 | $3.45M | Buy |
29,416
+1,203
| +4% | +$130K | 0.04% | 423 |
|
|
2023
Q4 | $2.93M | Buy |
28,213
+2,199
| +8% | +$211K | 0.04% | 407 |
|
|
2023
Q3 | $2.47M | Sell |
26,014
-149
| -0.6% | -$14.1K | 0.04% | 411 |
|
|
2023
Q2 | $2.31M | Sell |
26,163
-1,150
| -4% | -$96.2K | 0.03% | 438 |
|
|
2023
Q1 | $2.26M | Buy |
27,313
+2,069
| +8% | +$197K | 0.04% | 438 |
|
|
2022
Q4 | $2.51M | Buy |
25,244
+374
| +2% | +$37.9K | 0.04% | 390 |
|
|
2022
Q3 | $2.13M | Buy |
24,870
+2,184
| +10% | +$210K | 0.04% | 408 |
|
|
2022
Q2 | $2.17M | Buy |
22,686
+881
| +4% | +$93.2K | 0.04% | 414 |
|
|
2022
Q1 | $2.58M | Buy |
21,805
+1,270
| +6% | +$144K | 0.04% | 402 |
|
|
2021
Q4 | $2.22M | Buy |
20,535
+436
| +2% | +$47.4K | 0.03% | 470 |
|
|
2021
Q3 | $2.11M | Sell |
20,099
-12,274
| -38% | -$1.26M | 0.04% | 443 |
|
|
2021
Q2 | $3.32M | Buy |
32,373
+13,495
| +71% | +$1.38M | 0.06% | 329 |
|
|
2021
Q1 | $1.72M | Buy |
18,878
+5,041
| +36% | +$432K | 0.03% | 474 |
|
|
2020
Q4 | $1.08M | Sell |
13,837
-428
| -3% | -$30.9K | 0.02% | 538 |
|
|
2020
Q3 | $906K | Sell |
14,265
-302
| -2% | -$19.9K | 0.02% | 509 |
|
|
2020
Q2 | $887K | Sell |
14,567
-318
| -2% | -$18.7K | 0.03% | 486 |
|
|
2020
Q1 | $776K | Sell |
14,885
-82
| -0.5% | -$6.52K | 0.03% | 449 |
|
|
2019
Q4 | $1.4M | Buy |
14,967
+1,677
| +13% | +$154K | 0.04% | 369 |
|
|
2019
Q3 | $1.2M | Buy |
13,290
+1,720
| +15% | +$156K | 0.04% | 370 |
|
|
2019
Q2 | $1.17M | Sell |
11,570
-693
| -6% | -$69.1K | 0.04% | 355 |
|
|
2019
Q1 | $1.13M | Sell |
12,263
-1,305
| -10% | -$120K | 0.05% | 333 |
|
|
2018
Q4 | $1.11M | Buy |
13,568
+205
| +2% | +$18.9K | 0.05% | 314 |
|
|
2018
Q3 | $1.35M | Sell |
13,363
-599
| -4% | -$59K | 0.06% | 281 |
|
|
2018
Q2 | $1.31M | Buy |
13,962
+1,031
| +8% | +$104K | 0.08% | 252 |
|
|
2018
Q1 | $1.34M | Sell |
12,931
-114
| -0.9% | -$12.8K | 0.09% | 223 |
|
|
2017
Q4 | $1.5M | Buy |
13,045
+433
| +3% | +$48.6K | 0.11% | 192 |
|
|
2017
Q3 | $1.34M | Buy |
12,612
+312
| +3% | +$33.4K | 0.14% | 155 |
|
|
2017
Q2 | $1.33M | Sell |
12,300
-784
| -6% | -$83.2K | 0.15% | 151 |
|
|
2017
Q1 | $1.4M | Buy |
13,084
+7,351
| +128% | +$793K | 0.21% | 100 |
|
|
2016
Q4 | $596K | Buy |
+5,733
| New | +$544K | 0.27% | 88 |
|
Other funds holding PRU
Steward Partners Investment Advisory's PRU Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Prudential Financial (PRU) stake by 6.2% in Q2 2026, selling an estimated $372K and leaving 55,660 shares worth $6.01M. The position accounts for 0.03% of the portfolio, ranked #495.
Steward Partners Investment Advisory first reported a position in PRU in Q4 2016 and has held it in 39 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Steward Partners Investment Advisory held 55,660 shares of Prudential Financial worth $6.01M as of Q2 2026.
- Steward Partners Investment Advisory sold 3,657 Prudential Financial shares in Q2 2026, an estimated $372K.
- Prudential Financial made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #495 holding.
- Steward Partners Investment Advisory first reported a position in Prudential Financial in Q4 2016 and has held it in 39 quarters since.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.