Turtle Creek Wealth Advisors’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Buy
+2,004
New +$204K 0.01% 437
2026
Q1
Sell
-1,993
Closed -$225K 507
2025
Q4
$225K Buy
+1,993
New +$214K 0.02% 361
2024
Q1
Sell
-47
Closed -$4.87K 662
2023
Q4
$4.87K Buy
+47
New +$4.51K ﹤0.01% 656

Other funds holding PRU

Turtle Creek Wealth Advisors's PRU Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Prudential Financial (PRU) in Q2 2026: 2,004 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in PRU as recently as Q4 2025.

Turtle Creek Wealth Advisors first reported a position in PRU in Q4 2023 and has held it in 3 quarters since. The position peaked at $225K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Turtle Creek Wealth Advisors held 2,004 shares of Prudential Financial worth $217K as of Q2 2026.
  • Prudential Financial was a new Turtle Creek Wealth Advisors position in Q2 2026.
  • Prudential Financial made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #437 holding.
  • Turtle Creek Wealth Advisors first reported a position in Prudential Financial in Q4 2023 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's Prudential Financial position peaked at $225K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.