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Total Wealth Planning & Management’s Prudential Financial PRU Stock Holding History

Total Wealth Planning & 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 		$550K Hold
5,096
– – 0.37% 92
2026
Q1 		$498K Hold
5,096
– – 0.37% 91
2025
Q4 		$575K Buy
+5,096
New +$546K 0.43% 67
2025
Q2 		$548K Hold
5,096
– – 0.44% 70
2025
Q1 		$569K Hold
5,096
– – 0.54% 56
2024
Q4 		$604K Buy
+5,096
New +$629K 0.55% 51

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

Total Wealth Planning & Management's PRU Position: Q2 2026 in Review

Total Wealth Planning & Management held its Prudential Financial (PRU) position steady in Q2 2026 at 5,096 shares worth $550K. The position accounts for 0.37% of the portfolio, ranked #92.

Total Wealth Planning & Management first reported a position in PRU in Q4 2024 and has held it in 6 quarters since. The position peaked at $604K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Total Wealth Planning & Management held 5,096 shares of Prudential Financial worth $550K as of Q2 2026.
  • Total Wealth Planning & Management left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.37% of Total Wealth Planning & Management's portfolio in Q2 2026, its #92 holding.
  • Total Wealth Planning & Management first reported a position in Prudential Financial in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Prudential Financial position peaked at $604K in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.