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Waverly Advisors’s Prudential Financial PRU Stock Holding History

Waverly 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 		$819K Buy
7,591
+1,964
+35% +$200K ﹤0.01% 963
2026
Q1 		$550K Buy
5,627
+372
+7% +$38.5K ﹤0.01% 1042
2025
Q4 		$593K Buy
5,255
+17
+0.3% +$1.82K ﹤0.01% 941
2025
Q3 		$543K Buy
5,238
+877
+20% +$92.3K 0.01% 826
2025
Q2 		$469K Buy
4,361
+240
+6% +$24.9K 0.01% 818
2025
Q1 		$460K Buy
4,121
+212
+5% +$24.2K 0.01% 804
2024
Q4 		$463K Buy
3,909
+1,953
+100% +$241K 0.01% 702
2024
Q3 		$237K Buy
1,956
+90
+5% +$10.6K ﹤0.01% 736
2024
Q2 		$219K Buy
+1,866
New +$215K ﹤0.01% 747
2018
Q4 		– Sell
-3,935
Closed -$399K – 183
2018
Q3 		$399K Sell
3,935
-6
-0.2% -$591 0.06% 136
2018
Q2 		$369K Hold
3,941
– – 0.06% 135
2018
Q1 		$408K Sell
3,941
-549
-12% -$61.9K 0.07% 128
2017
Q4 		$516K Hold
4,490
– – 0.07% 145
2017
Q3 		$477K Hold
4,490
– – 0.1% 138
2017
Q2 		$486K Hold
4,490
– – 0.12% 134
2017
Q1 		$479K Buy
+4,490
New +$485K 0.13% 133
2015
Q4 		– Sell
-300
Closed -$23K – 331
2015
Q3 		$23K Hold
300
– – 0.02% 246
2015
Q2 		$26K Buy
+300
New +$25.5K 0.02% 199
2014
Q4 		– Sell
-6,247
Closed -$549K – 611
2014
Q3 		$549K Hold
6,247
– – 0.3% 38
2014
Q2 		$555K Hold
6,247
– – 0.23% 42
2014
Q1 		$529K Sell
6,247
-261
-4% -$22.5K 0.24% 42
2013
Q4 		$600K Buy
6,508
+6,262
+2,546% +$535K 0.21% 50
2013
Q3 		$19K Buy
+246
New +$19.3K 0.01% 359

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

Waverly Advisors's PRU Position: Q2 2026 in Review

Waverly Advisors increased its Prudential Financial (PRU) stake by 35% in Q2 2026, buying an estimated $200K and bringing the position to 7,591 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Waverly Advisors first reported a position in PRU in Q3 2013 and has held it in 23 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Waverly Advisors held 7,591 shares of Prudential Financial worth $819K as of Q2 2026.
  • Waverly Advisors bought 1,964 Prudential Financial shares in Q2 2026, an estimated $200K.
  • Prudential Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #963 holding.
  • Waverly Advisors first reported a position in Prudential Financial in Q3 2013 and has held it in 23 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.