Twin Peaks 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
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

Twin Peaks Wealth Advisors's PRU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Prudential Financial (PRU) in Q1 2026: 236 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #663 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PRU as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PRU in Q2 2025 and has held it in 2 quarters since. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Twin Peaks Wealth Advisors held 236 shares of Prudential Financial worth $23.1K as of Q1 2026.
  • Prudential Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Prudential Financial made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #663 holding.
  • Twin Peaks Wealth Advisors first reported a position in Prudential Financial in Q2 2025 and has held it in 2 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.