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TrueWealth Advisors’s Prudential Financial PRU Stock Holding History

TrueWealth Advisors’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 		$269K Sell
2,496
-106
-4% -$10.8K 0.06% 208
2026
Q1 		$254K Buy
2,602
+59
+2% +$6.11K 0.06% 206
2025
Q4 		$287K Sell
2,543
-759
-23% -$81.4K 0.07% 198
2025
Q3 		$343K Buy
3,302
+9
+0.3% +$948 0.09% 167
2025
Q2 		$354K Sell
3,293
-1,753
-35% -$182K 0.1% 155
2025
Q1 		$564K Buy
5,046
+460
+10% +$52.4K 0.19% 102
2024
Q4 		$544K Buy
4,586
+426
+10% +$52.6K 0.18% 105
2024
Q3 		$504K Buy
4,160
+763
+22% +$90.2K 0.17% 107
2024
Q2 		$398K Sell
3,397
-50
-1% -$5.77K 0.15% 113
2024
Q1 		$405K Buy
3,447
+14
+0.4% +$1.51K 0.16% 104
2023
Q4 		$356K Sell
3,433
-80
-2% -$7.67K 0.14% 120
2023
Q3 		$333K Sell
3,513
-20
-0.6% -$1.89K 0.14% 113
2023
Q2 		$312K Sell
3,533
-297
-8% -$24.8K 0.13% 123
2023
Q1 		$317K Sell
3,830
-117
-3% -$11.2K 0.13% 126
2022
Q4 		$393K Sell
3,947
-27
-0.7% -$2.73K 0.17% 99
2022
Q3 		$341K Buy
3,974
+8
+0.2% +$770 0.16% 101
2022
Q2 		$380K Buy
3,966
+314
+9% +$33.2K 0.18% 101
2022
Q1 		$395K Hold
3,652
– – 0.18% 110
2021
Q4 		$395K Buy
3,652
+417
+13% +$45.3K 0.18% 110
2021
Q3 		$340K Sell
3,235
-209
-6% -$21.5K 0.19% 95
2021
Q2 		$353K Hold
3,444
– – 0.21% 85
2021
Q1 		$331K Hold
3,444
– – 0.22% 84
2020
Q4 		$278K Buy
+3,444
New +$249K 0.24% 68

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

TrueWealth Advisors's PRU Position: Q2 2026 in Review

TrueWealth Advisors reduced its Prudential Financial (PRU) stake by 4.1% in Q2 2026, selling an estimated $10.8K and leaving 2,496 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #208.

TrueWealth Advisors first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. The position peaked at $564K in Q1 2025. 311 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • TrueWealth Advisors held 2,496 shares of Prudential Financial worth $269K as of Q2 2026.
  • TrueWealth Advisors sold 106 Prudential Financial shares in Q2 2026, an estimated $10.8K.
  • Prudential Financial made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #208 holding.
  • TrueWealth Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Prudential Financial position peaked at $564K in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.