W Advisors LLC
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W Advisors LLC’s Prudential Financial PRU Stock Holding History

W Advisors LLC’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
Q3 		$313K Buy
2,755
+175
+7% +$20.9K 0.14% 118
2026
Q2 		$278K Hold
2,580
– – 0.13% 127
2026
Q1 		$252K Buy
2,580
+9
+0.4% +$932 0.13% 119
2025
Q4 		$290K Buy
2,571
+16
+0.6% +$1.72K 0.15% 108
2025
Q3 		$265K Buy
2,555
+164
+7% +$17.3K 0.14% 115
2025
Q2 		$257K Sell
2,391
-288
-11% -$29.8K 0.15% 108
2025
Q1 		$299K Buy
2,679
+156
+6% +$17.8K 0.19% 97
2024
Q4 		$299K Buy
2,523
+19
+0.8% +$2.35K 0.19% 95
2024
Q3 		$303K Buy
2,504
+68
+3% +$8.04K 0.19% 94
2024
Q2 		$285K Buy
2,436
+39
+2% +$4.5K 0.19% 96
2024
Q1 		$281K Buy
2,397
+28
+1% +$3.02K 0.19% 92
2023
Q4 		$246K Buy
+2,369
New +$227K 0.18% 92
2023
Q1 		– Sell
-2,263
Closed -$225K – 111
2022
Q4 		$225K Sell
2,263
-157
-6% -$15.9K 0.19% 97
2022
Q3 		$207K Sell
2,420
-8
-0.3% -$770 0.19% 92
2022
Q2 		$232K Buy
2,428
+27
+1% +$2.86K 0.2% 92
2022
Q1 		$283K Buy
2,401
+434
+22% +$49.3K 0.21% 87
2021
Q4 		$212K Buy
+1,967
New +$214K 0.16% 96

Other funds holding PRU

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

W Advisors LLC's PRU Position: Q3 2026 in Review

W Advisors LLC increased its Prudential Financial (PRU) stake by 6.8% in Q3 2026, buying an estimated $20.9K and bringing the position to 2,755 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #118.

W Advisors LLC first reported a position in PRU in Q4 2021 and has held it in 17 quarters since. 1,103 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • W Advisors LLC held 2,755 shares of Prudential Financial worth $313K as of Q3 2026.
  • W Advisors LLC bought 175 Prudential Financial shares in Q3 2026, an estimated $20.9K.
  • Prudential Financial made up 0.14% of W Advisors LLC's portfolio in Q3 2026, its #118 holding.
  • W Advisors LLC first reported a position in Prudential Financial in Q4 2021 and has held it in 17 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.