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Twin Peaks Wealth Advisors’s Prudential Financial PRU Stock Holding History

Twin Peaks Wealth 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 		– Sell
-236
Closed -$23.1K – 1684
2026
Q1 		$23.1K Buy
+236
New +$24.4K 0.01% 663
2025
Q3 		– Sell
-115
Closed -$12.1K – 1601
2025
Q2 		$12.1K Buy
+115
New +$11.9K ﹤0.01% 831

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

Twin Peaks Wealth Advisors's PRU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 236 shares — an estimated $23.1K sold.

Twin Peaks Wealth Advisors first reported a position in PRU in Q2 2025 and held it in 2 quarters. The position peaked at $23.1K in Q1 2026. 1,417 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 236 Prudential Financial shares in Q2 2026, an estimated $23.1K.
  • Twin Peaks Wealth Advisors first reported a position in Prudential Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Prudential Financial position peaked at $23.1K in Q1 2026.
  • 1,417 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.