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RAFFA WEALTH MANAGEMENT, LLC’s Prudential Financial PRU Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$63.1K Sell
584
-52
-8% -$5.29K 0.01% 157
2026
Q1 		$62.2K Buy
636
+72
+13% +$7.46K 0.01% 149
2025
Q4 		$63.7K Sell
564
-39
-6% -$4.18K 0.01% 145
2025
Q3 		$62.6K Buy
603
+6
+1% +$632 0.01% 144
2025
Q2 		$64.1K Buy
597
+7
+1% +$725 0.01% 163
2025
Q1 		$65.9K Sell
590
-6
-1% -$684 0.02% 132
2024
Q4 		$70.6K Sell
596
-3
-0.5% -$370 0.02% 129
2024
Q3 		$72.6K Buy
599
+5
+0.8% +$591 0.02% 121
2024
Q2 		$69.6K Buy
594
+6
+1% +$692 0.02% 173
2024
Q1 		$69K Buy
+588
New +$63.4K 0.02% 173
2023
Q3 		$54.7K Buy
+577
New +$54.6K 0.02% 123
2022
Q4 		$55.4K Buy
557
+6
+1% +$608 0.02% 128
2022
Q3 		$47.3K Buy
+551
New +$53K 0.02% 135
2021
Q4 		$57.9K Buy
534
+4
+0.8% +$434 0.02% 140
2021
Q3 		$55.7K Buy
530
+5
+1% +$515 0.02% 120
2021
Q2 		$53.8K Buy
+525
New +$53.6K 0.02% 131
2020
Q4 		$39.7K Buy
+508
New +$36.7K 0.01% 142
2020
Q2 		$29.5K Buy
484
+8
+2% +$470 0.01% 146
2020
Q1 		$24.8K Buy
+476
New +$37.8K 0.01% 144
2019
Q3 		$3.51K Buy
+39
New +$3.53K ﹤0.01% 311
2018
Q1 		$4.04K Buy
+39
New +$4.4K ﹤0.01% 265
2016
Q3 		$898 Buy
+11
New +$844 ﹤0.01% 455
2016
Q1 		$794 Hold
11
– – ﹤0.01% 477
2015
Q4 		$896 Buy
+11
New +$909 ﹤0.01% 423
2015
Q2 		$963 Hold
11
– – ﹤0.01% 405
2015
Q1 		$883 Hold
11
– – ﹤0.01% 422
2014
Q4 		$995 Hold
11
– – ﹤0.01% 360
2014
Q3 		$967 Buy
+11
New +$983 ﹤0.01% 354
2014
Q1 		– Sell
-11
Closed -$995 – 621
2013
Q4 		$995 Buy
+11
New +$939 ﹤0.01% 360

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

RAFFA WEALTH MANAGEMENT, LLC's PRU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Prudential Financial (PRU) stake by 8.2% in Q2 2026, selling an estimated $5.29K and leaving 584 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #157.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PRU in Q4 2013 and has held it in 29 quarters since. The position peaked at $72.6K in Q3 2024. 447 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 584 shares of Prudential Financial worth $63.1K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 52 Prudential Financial shares in Q2 2026, an estimated $5.29K.
  • Prudential Financial made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #157 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Prudential Financial in Q4 2013 and has held it in 29 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Prudential Financial position peaked at $72.6K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.