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Valmark Advisers’s Prudential Financial PRU Stock Holding History

Valmark Advisers’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 		$471K Sell
4,361
-79
-2% -$8.03K 0.01% 512
2026
Q1 		$434K Buy
4,440
+1,651
+59% +$171K 0.01% 498
2025
Q4 		$315K Sell
2,789
-100
-3% -$10.7K ﹤0.01% 545
2025
Q3 		$300K Sell
2,889
-1
-0% -$105 ﹤0.01% 556
2025
Q2 		$311K Sell
2,890
-25
-0.9% -$2.59K ﹤0.01% 540
2025
Q1 		$326K Sell
2,915
-30
-1% -$3.42K ﹤0.01% 499
2024
Q4 		$349K Sell
2,945
-685
-19% -$84.6K 0.01% 481
2024
Q3 		$440K Buy
3,630
+524
+17% +$61.9K 0.01% 441
2024
Q2 		$364K Buy
3,106
+15
+0.5% +$1.73K 0.01% 443
2024
Q1 		$363K Buy
3,091
+200
+7% +$21.6K 0.01% 427
2023
Q4 		$300K Buy
+2,891
New +$277K 0.01% 422

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

Valmark Advisers's PRU Position: Q2 2026 in Review

Valmark Advisers reduced its Prudential Financial (PRU) stake by 1.8% in Q2 2026, selling an estimated $8.03K and leaving 4,361 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #512.

Valmark Advisers first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Valmark Advisers held 4,361 shares of Prudential Financial worth $471K as of Q2 2026.
  • Valmark Advisers sold 79 Prudential Financial shares in Q2 2026, an estimated $8.03K.
  • Prudential Financial made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #512 holding.
  • Valmark Advisers first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.