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

Wealth Enhancement Trust 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 		$134K Buy
1,239
+94
+8% +$9.56K 0.01% 332
2026
Q1 		$112K Sell
1,145
-4
-0.3% -$414 0.01% 330
2025
Q4 		$130K Buy
+1,149
New +$123K 0.02% 299

Other funds holding PRU

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Prudential Financial (PRU) stake by 8.2% in Q2 2026, buying an estimated $9.56K and bringing the position to 1,239 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #332.

Wealth Enhancement Trust Services first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. 1,093 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,239 shares of Prudential Financial worth $134K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 94 Prudential Financial shares in Q2 2026, an estimated $9.56K.
  • Prudential Financial made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #332 holding.
  • Wealth Enhancement Trust Services first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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