Wellington Shields Capital Management’s Prudential Financial PRU Stock Holding History

Wellington Shields Capital Management’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	$43.2K	Buy	+400	New	+$40.7K	0.01%	315
2023 Q3	–	Sell	-150	Closed	-$13.2K	–	316
2023 Q2	$13.2K	Hold	150	–	–	﹤0.01%	297
2023 Q1	$12.4K	Hold	150	–	–	﹤0.01%	308
2022 Q4	$14.9K	Hold	150	–	–	﹤0.01%	298
2022 Q3	$13K	Hold	150	–	–	﹤0.01%	292
2022 Q2	$14K	Hold	150	–	–	﹤0.01%	291
2022 Q1	$18K	Buy	+150	New	+$17.1K	﹤0.01%	307

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wellington Shields Capital Management's PRU Position: Q2 2026 in Review

Wellington Shields Capital Management opened a new position in Prudential Financial (PRU) in Q2 2026: 400 shares worth $43.2K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Wellington Shields Capital Management previously reported a position in PRU as recently as Q2 2023.

Wellington Shields Capital Management first reported a position in PRU in Q1 2022 and has held it in 7 quarters since. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Wellington Shields Capital Management held 400 shares of Prudential Financial worth $43.2K as of Q2 2026.
Prudential Financial was a new Wellington Shields Capital Management position in Q2 2026.
Prudential Financial made up 0.01% of Wellington Shields Capital Management's portfolio in Q2 2026, its #315 holding.
Wellington Shields Capital Management first reported a position in Prudential Financial in Q1 2022 and has held it in 7 quarters since.
1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.