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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
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

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

W Advisors LLC's PRU Position: Q2 2026 in Review

W Advisors LLC held its Prudential Financial (PRU) position steady in Q2 2026 at 2,580 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #127.

W Advisors LLC first reported a position in PRU in Q4 2021 and has held it in 16 quarters since. The position peaked at $303K in Q3 2024. 605 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • W Advisors LLC held 2,580 shares of Prudential Financial worth $278K as of Q2 2026.
  • W Advisors LLC left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.13% of W Advisors LLC's portfolio in Q2 2026, its #127 holding.
  • W Advisors LLC first reported a position in Prudential Financial in Q4 2021 and has held it in 16 quarters since.
  • W Advisors LLC's Prudential Financial position peaked at $303K in Q3 2024.
  • 605 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.