Summit Wealth Partners’s Prudential Financial PRU Stock Holding History

Summit Wealth Partners’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	$200K	Buy	+1,856	New	+$189K	0.03%	279

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Summit Wealth Partners's PRU Position: Q2 2026 in Review

Summit Wealth Partners opened a new position in Prudential Financial (PRU) in Q2 2026: 1,856 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #279 among its holdings.

1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Summit Wealth Partners held 1,856 shares of Prudential Financial worth $200K as of Q2 2026.
Prudential Financial was a new Summit Wealth Partners position in Q2 2026.
Prudential Financial made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #279 holding.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.