United Capital Financial 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 | $1.39M | Sell |
12,861
-665
| -5% | -$67.6K | 0.01% | 687 |
|
|
2026
Q1 | $1.32M | Sell |
13,526
-3,634
| -21% | -$376K | 0.01% | 666 |
|
|
2025
Q4 | $1.94M | Buy |
17,160
+1,247
| +8% | +$134K | 0.01% | 543 |
|
|
2025
Q3 | $1.65M | Sell |
15,913
-1,014
| -6% | -$107K | 0.01% | 513 |
|
|
2025
Q2 | $1.82M | Buy |
16,927
+988
| +6% | +$102K | 0.01% | 462 |
|
|
2025
Q1 | $1.78M | Buy |
15,939
+85
| +0.5% | +$9.69K | 0.02% | 447 |
|
|
2024
Q4 | $1.88M | Sell |
15,854
-611
| -4% | -$75.4K | 0.02% | 429 |
|
|
2024
Q3 | $1.99M | Sell |
16,465
-239
| -1% | -$28.3K | 0.02% | 420 |
|
|
2024
Q2 | $1.96M | Sell |
16,704
-17,730
| -51% | -$2.05M | 0.02% | 408 |
|
|
2024
Q1 | $4.04M | Sell |
34,434
-3,146
| -8% | -$339K | 0.03% | 309 |
|
|
2023
Q4 | $3.9M | Sell |
37,580
-6,343
| -14% | -$608K | 0.03% | 320 |
|
|
2023
Q3 | $4.17M | Buy |
43,923
+1,246
| +3% | +$118K | 0.03% | 319 |
|
|
2023
Q2 | $3.76M | Sell |
42,677
-181,075
| -81% | -$15.2M | 0.02% | 353 |
|
|
2023
Q1 | $18.5M | Sell |
223,752
-2,241
| -1% | -$214K | 0.1% | 174 |
|
|
2022
Q4 | $22.5M | Sell |
225,993
-3,743
| -2% | -$379K | 0.13% | 157 |
|
|
2022
Q3 | $19.7M | Sell |
229,736
-396
| -0.2% | -$38.1K | 0.12% | 162 |
|
|
2022
Q2 | $22M | Buy |
230,132
+2,967
| +1% | +$314K | 0.12% | 163 |
|
|
2022
Q1 | $26.8M | Buy |
227,165
+4,298
| +2% | +$489K | 0.13% | 158 |
|
|
2021
Q4 | $24.1M | Buy |
222,867
+5,715
| +3% | +$621K | 0.11% | 179 |
|
|
2021
Q3 | $22.8M | Buy |
217,152
+3,976
| +2% | +$410K | 0.11% | 172 |
|
|
2021
Q2 | $21.8M | Buy |
213,176
+6,875
| +3% | +$702K | 0.11% | 182 |
|
|
2021
Q1 | $18.8M | Buy |
206,301
+41,607
| +25% | +$3.56M | 0.1% | 191 |
|
|
2020
Q4 | $12.9M | Sell |
164,694
-2,062
| -1% | -$149K | 0.08% | 233 |
|
|
2020
Q3 | $10.6M | Buy |
166,756
+1,195
| +0.7% | +$78.6K | 0.07% | 243 |
|
|
2020
Q2 | $10.1M | Buy |
165,561
+3,625
| +2% | +$213K | 0.07% | 248 |
|
|
2020
Q1 | $8.44M | Buy |
161,936
+13,825
| +9% | +$1.1M | 0.07% | 260 |
|
|
2019
Q4 | $13.9M | Buy |
148,111
+5,589
| +4% | +$513K | 0.09% | 253 |
|
|
2019
Q3 | $12.8M | Buy |
142,522
+1,708
| +1% | +$155K | 0.09% | 256 |
|
|
2019
Q2 | $14.2M | Buy |
140,814
+124,249
| +750% | +$12.4M | 0.09% | 237 |
|
|
2019
Q1 | $1.52M | Sell |
16,565
-15,551
| -48% | -$1.43M | 0.01% | 662 |
|
|
2018
Q4 | $2.59M | Sell |
32,116
-523
| -2% | -$48.2K | 0.02% | 502 |
|
|
2018
Q3 | $3.31M | Buy |
32,639
+14,062
| +76% | +$1.39M | 0.02% | 503 |
|
|
2018
Q2 | $1.74M | Buy |
18,577
+1,878
| +11% | +$190K | 0.01% | 625 |
|
|
2018
Q1 | $1.73M | Sell |
16,699
-395
| -2% | -$44.5K | 0.01% | 633 |
|
|
2017
Q4 | $1.97M | Sell |
17,094
-909
| -5% | -$102K | 0.02% | 591 |
|
|
2017
Q3 | $1.91M | Buy |
18,003
+2,044
| +13% | +$218K | 0.02% | 584 |
|
|
2017
Q2 | $1.73M | Buy |
15,959
+198
| +1% | +$21K | 0.02% | 619 |
|
|
2017
Q1 | $1.68M | Sell |
15,761
-893
| -5% | -$96.4K | 0.02% | 609 |
|
|
2016
Q4 | $1.73M | Buy |
16,654
+142
| +0.9% | +$13.5K | 0.02% | 598 |
|
|
2016
Q3 | $1.35M | Sell |
16,512
-102
| -0.6% | -$7.83K | 0.01% | 697 |
|
|
2016
Q2 | $1.18M | Buy |
16,614
+952
| +6% | +$71.9K | 0.01% | 687 |
|
|
2016
Q1 | $1.13M | Sell |
15,662
-573
| -4% | -$40K | 0.01% | 673 |
|
|
2015
Q4 | $1.32M | Sell |
16,235
-1,466
| -8% | -$121K | 0.02% | 629 |
|
|
2015
Q3 | $1.35M | Buy |
17,701
+1,060
| +6% | +$88.9K | 0.02% | 615 |
|
|
2015
Q2 | $1.46M | Sell |
16,641
-60,712
| -78% | -$5.15M | 0.02% | 656 |
|
|
2015
Q1 | $6.31M | Buy |
77,353
+9,689
| +14% | +$785K | 0.08% | 299 |
|
|
2014
Q4 | $6.12M | Buy |
67,664
+10,301
| +18% | +$885K | 0.09% | 230 |
|
|
2014
Q3 | $5.04M | Buy |
57,363
+1,197
| +2% | +$107K | 0.09% | 251 |
|
|
2014
Q2 | $4.99M | Buy |
+56,166
| New | +$4.72M | 0.09% | 239 |
|
Other funds holding PRU
United Capital Financial Advisors's PRU Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Prudential Financial (PRU) stake by 4.9% in Q2 2026, selling an estimated $67.6K and leaving 12,861 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #687.
United Capital Financial Advisors first reported a position in PRU in Q2 2014 and has held it in 49 quarters since. The position peaked at $26.8M in Q1 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- United Capital Financial Advisors held 12,861 shares of Prudential Financial worth $1.39M as of Q2 2026.
- United Capital Financial Advisors sold 665 Prudential Financial shares in Q2 2026, an estimated $67.6K.
- Prudential Financial made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #687 holding.
- United Capital Financial Advisors first reported a position in Prudential Financial in Q2 2014 and has held it in 49 quarters since.
- United Capital Financial Advisors's Prudential Financial position peaked at $26.8M in Q1 2022.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.