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Triad Wealth Partners’s Prudential Financial PRU Stock Holding History

Triad 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 		$271K Buy
+2,200
New +$224K 0.02% 470
2024
Q3 		– Sell
-12
Closed -$1.41K – 686
2024
Q2 		$1.41K Buy
+12
New +$1.39K ﹤0.01% 824

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Triad Wealth Partners opened a new position in Prudential Financial (PRU) in Q2 2026: 2,200 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #470 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in PRU as recently as Q2 2024.

Triad Wealth Partners first reported a position in PRU in Q2 2024 and has held it in 2 quarters since. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Triad Wealth Partners held 2,200 shares of Prudential Financial worth $271K as of Q2 2026.
  • Prudential Financial was a new Triad Wealth Partners position in Q2 2026.
  • Prudential Financial made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #470 holding.
  • Triad Wealth Partners first reported a position in Prudential Financial in Q2 2024 and has held it in 2 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.