Valeo 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 | $457K | Sell |
4,239
-974
| -19% | -$99K | 0.01% | 472 |
|
|
2026
Q1 | $509K | Sell |
5,213
-2,636
| -34% | -$273K | 0.01% | 406 |
|
|
2025
Q4 | $886K | Buy |
7,849
+140
| +2% | +$15K | 0.02% | 327 |
|
|
2025
Q3 | $800K | Sell |
7,709
-1,408
| -15% | -$148K | 0.02% | 358 |
|
|
2025
Q2 | $980K | Buy |
9,117
+3,878
| +74% | +$402K | 0.02% | 302 |
|
|
2025
Q1 | $585K | Sell |
5,239
-7
| -0.1% | -$798 | 0.02% | 372 |
|
|
2024
Q4 | $622K | Sell |
5,246
-28
| -0.5% | -$3.46K | 0.02% | 362 |
|
|
2024
Q3 | $639K | Sell |
5,274
-20
| -0.4% | -$2.36K | 0.02% | 352 |
|
|
2024
Q2 | $620K | Sell |
5,294
-63
| -1% | -$7.27K | 0.02% | 326 |
|
|
2024
Q1 | $604K | Buy |
5,357
+375
| +8% | +$40.4K | 0.02% | 322 |
|
|
2023
Q4 | $517K | Buy |
4,982
+454
| +10% | +$43.5K | 0.02% | 355 |
|
|
2023
Q3 | $430K | Buy |
4,528
+420
| +10% | +$39.7K | 0.02% | 371 |
|
|
2023
Q2 | $362K | Buy |
+4,108
| New | +$344K | 0.02% | 385 |
|
|
2023
Q1 | – | Sell |
-3,655
| Closed | -$364K | – | 666 |
|
|
2022
Q4 | $364K | Buy |
3,655
+1,048
| +40% | +$106K | 0.02% | 340 |
|
|
2022
Q3 | $224K | Buy |
+2,607
| New | +$251K | 0.01% | 421 |
|
|
2022
Q2 | – | Sell |
-2,475
| Closed | -$292K | – | 617 |
|
|
2022
Q1 | $292K | Buy |
+2,475
| New | +$281K | 0.01% | 453 |
|
|
2021
Q4 | – | Sell |
-2,180
| Closed | -$229K | – | 628 |
|
|
2021
Q3 | $229K | Buy |
+2,180
| New | +$225K | 0.01% | 466 |
|
|
2021
Q2 | – | Sell |
-2,161
| Closed | -$197K | – | 1478 |
|
|
2021
Q1 | $197K | Sell |
2,161
-109
| -5% | -$9.33K | 0.01% | 444 |
|
|
2020
Q4 | $177K | Sell |
2,270
-613
| -21% | -$44.3K | 0.01% | 440 |
|
|
2020
Q3 | $183K | Sell |
2,883
-119
| -4% | -$7.82K | 0.02% | 346 |
|
|
2020
Q2 | $183K | Sell |
3,002
-636
| -17% | -$37.3K | 0.02% | 339 |
|
|
2020
Q1 | $211K | Buy |
3,638
+1,660
| +84% | +$132K | 0.02% | 291 |
|
|
2019
Q4 | $185K | Sell |
1,978
-23
| -1% | -$2.11K | 0.02% | 338 |
|
|
2019
Q3 | $180K | Buy |
2,001
+712
| +55% | +$64.5K | 0.02% | 318 |
|
|
2019
Q2 | $130K | Sell |
1,289
-25
| -2% | -$2.49K | 0.01% | 375 |
|
|
2019
Q1 | $121K | Buy |
1,314
+604
| +85% | +$55.7K | 0.01% | 374 |
|
|
2018
Q4 | $58K | Sell |
710
-94
| -12% | -$8.66K | 0.01% | 497 |
|
|
2018
Q3 | $75K | Buy |
804
+329
| +69% | +$32.4K | 0.01% | 467 |
|
|
2018
Q2 | $46K | Sell |
475
-256
| -35% | -$25.9K | 0.01% | 554 |
|
|
2018
Q1 | $76K | Sell |
731
-192
| -21% | -$21.6K | 0.01% | 412 |
|
|
2017
Q4 | $106K | Buy |
923
+3
| +0.3% | +$337 | 0.02% | 332 |
|
|
2017
Q3 | $98K | Buy |
+920
| New | +$98.3K | 0.02% | 292 |
|
Other funds holding PRU
Valeo Financial Advisors's PRU Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Prudential Financial (PRU) stake by 19% in Q2 2026, selling an estimated $99K and leaving 4,239 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #472.
Valeo Financial Advisors first reported a position in PRU in Q3 2017 and has held it in 32 quarters since. The position peaked at $980K in Q2 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Valeo Financial Advisors held 4,239 shares of Prudential Financial worth $457K as of Q2 2026.
- Valeo Financial Advisors sold 974 Prudential Financial shares in Q2 2026, an estimated $99K.
- Prudential Financial made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #472 holding.
- Valeo Financial Advisors first reported a position in Prudential Financial in Q3 2017 and has held it in 32 quarters since.
- Valeo Financial Advisors's Prudential Financial position peaked at $980K in Q2 2025.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.