Wealth Enhancement Advisory Services
PRU icon

Wealth Enhancement Advisory Services’s Prudential Financial PRU Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.3M Buy
95,387
+23,607
+33% +$2.4M 0.02% 663
2026
Q1 		$6.7M Sell
71,780
-28,712
-29% -$2.97M 0.01% 754
2025
Q4 		$11.8M Buy
100,492
+17,849
+22% +$1.91M 0.02% 640
2025
Q3 		$8.57M Sell
82,643
-2,129
-3% -$224K 0.01% 718
2025
Q2 		$9.25M Buy
84,772
+4,884
+6% +$506K 0.02% 666
2025
Q1 		$8.92M Buy
79,888
+2,623
+3% +$299K 0.02% 617
2024
Q4 		$9.16M Buy
77,265
+24,682
+47% +$3.05M 0.02% 589
2024
Q3 		$6.37M Sell
52,583
-1,721
-3% -$203K 0.01% 654
2024
Q2 		$6.36M Sell
54,304
-3,797
-7% -$438K 0.02% 622
2024
Q1 		$6.82M Sell
58,101
-4,341
-7% -$468K 0.02% 590
2023
Q4 		$6.48M Buy
62,442
+5,657
+10% +$543K 0.02% 537
2023
Q3 		$5.39M Buy
56,785
+52,354
+1,182% +$4.95M 0.02% 561
2023
Q2 		$391K Sell
4,431
-1,114
-20% -$93.2K ﹤0.01% 387
2023
Q1 		$459K Buy
+5,545
New +$529K 0.01% 396
2022
Q4 		– Sell
-116,537
Closed -$10.6M – 360
2022
Q3 		$10.6M Buy
116,537
+1,662
+1% +$160K 0.15% 78
2022
Q2 		$11.1M Buy
114,875
+71,215
+163% +$7.54M 0.15% 80
2022
Q1 		$5.08M Buy
43,660
+1,904
+5% +$216K 0.07% 131
2021
Q4 		$4.67M Buy
+41,756
New +$4.53M 0.07% 122
2020
Q1 		– Sell
-19,891
Closed -$1.86M – 262
2019
Q4 		$1.86M Buy
19,891
+5,235
+36% +$481K 0.07% 114
2019
Q3 		$1.31M Buy
+14,656
New +$1.33M 0.05% 132

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Prudential Financial (PRU) stake by 33% in Q2 2026, buying an estimated $2.4M and bringing the position to 95,387 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #663.

Wealth Enhancement Advisory Services first reported a position in PRU in Q3 2019 and has held it in 20 quarters since. The position peaked at $11.8M in Q4 2025. 235 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 95,387 shares of Prudential Financial worth $10.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 23,607 Prudential Financial shares in Q2 2026, an estimated $2.4M.
  • Prudential Financial made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #663 holding.
  • Wealth Enhancement Advisory Services first reported a position in Prudential Financial in Q3 2019 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's Prudential Financial position peaked at $11.8M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.