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Valued Wealth Advisors’s Prudential Financial PRU Stock Holding History

Valued 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 		$14.7K Buy
136
+26
+24% +$2.64K 0.01% 246
2026
Q1 		$10.8K Buy
110
+15
+16% +$1.55K ﹤0.01% 273
2025
Q4 		$10.7K Buy
95
+2
+2% +$214 ﹤0.01% 213
2025
Q3 		$9.66K Buy
93
+6
+7% +$632 ﹤0.01% 223
2025
Q2 		$9.3K Sell
87
-5
-5% -$518 ﹤0.01% 220
2025
Q1 		$10.3K Sell
92
-14
-13% -$1.59K 0.01% 218
2024
Q4 		$12.6K Buy
106
+10
+10% +$1.24K 0.01% 200
2024
Q3 		$11.6K Sell
96
-12
-11% -$1.42K 0.01% 193
2024
Q2 		$12.7K Buy
108
+25
+30% +$2.88K 0.01% 175
2024
Q1 		$9.74K Buy
83
+42
+102% +$4.53K 0.01% 185
2023
Q4 		$3.89K Buy
+41
New +$3.93K ﹤0.01% 226

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Valued Wealth Advisors's PRU Position: Q2 2026 in Review

Valued Wealth Advisors increased its Prudential Financial (PRU) stake by 24% in Q2 2026, buying an estimated $2.64K and bringing the position to 136 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #246.

Valued Wealth Advisors first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. 407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Valued Wealth Advisors held 136 shares of Prudential Financial worth $14.7K as of Q2 2026.
  • Valued Wealth Advisors bought 26 Prudential Financial shares in Q2 2026, an estimated $2.64K.
  • Prudential Financial made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #246 holding.
  • Valued Wealth Advisors first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
  • 407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.