TWM
PRU icon

Thrive Wealth Management’s Prudential Financial PRU Stock Holding History

Thrive 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 		$274K Sell
2,534
-317
-11% -$32.2K 0.03% 206
2026
Q1 		$279K Sell
2,851
-1,160
-29% -$120K 0.04% 186
2025
Q4 		$453K Buy
4,011
+40
+1% +$4.29K 0.07% 139
2025
Q3 		$412K Sell
3,971
-36
-0.9% -$3.79K 0.06% 145
2025
Q2 		$430K Buy
4,007
+101
+3% +$10.5K 0.07% 138
2025
Q1 		$436K Sell
3,906
-261
-6% -$29.7K 0.08% 123
2024
Q4 		$494K Sell
4,167
-65
-2% -$8.03K 0.09% 121
2024
Q3 		$513K Buy
4,232
+165
+4% +$19.5K 0.09% 112
2024
Q2 		$477K Buy
4,067
+35
+0.9% +$4.04K 0.09% 109
2024
Q1 		$473K Sell
4,032
-420
-9% -$45.3K 0.1% 111
2023
Q4 		$462K Buy
4,452
+17
+0.4% +$1.63K 0.1% 109
2023
Q3 		$421K Buy
4,435
+323
+8% +$30.6K 0.11% 102
2023
Q2 		$363K Sell
4,112
-960
-19% -$80.3K 0.09% 119
2023
Q1 		$420K Buy
5,072
+1,277
+34% +$122K 0.11% 112
2022
Q4 		$377K Buy
3,795
+136
+4% +$13.8K 0.11% 107
2022
Q3 		$314K Buy
3,659
+491
+15% +$47.3K 0.11% 115
2022
Q2 		$303K Sell
3,168
-171
-5% -$18.1K 0.11% 120
2022
Q1 		$395K Sell
3,339
-284
-8% -$32.3K 0.12% 102
2021
Q4 		$392K Buy
+3,623
New +$393K 0.13% 99

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

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

Thrive Wealth Management reduced its Prudential Financial (PRU) stake by 11% in Q2 2026, selling an estimated $32.2K and leaving 2,534 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #206.

Thrive Wealth Management first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $513K in Q3 2024. 215 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Thrive Wealth Management held 2,534 shares of Prudential Financial worth $274K as of Q2 2026.
  • Thrive Wealth Management sold 317 Prudential Financial shares in Q2 2026, an estimated $32.2K.
  • Prudential Financial made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Thrive Wealth Management first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Prudential Financial position peaked at $513K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.