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West Financial Advisors’s Prudential Financial PRU Stock Holding History

West Financial 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 		$2.27K Sell
21
-61
-74% -$6.2K ﹤0.01% 166
2026
Q1 		$8.01K Sell
82
-117
-59% -$12.1K ﹤0.01% 141
2025
Q4 		$22.5K Buy
199
+68
+52% +$7.29K ﹤0.01% 125
2025
Q3 		$13.6K Hold
131
– – ﹤0.01% 135
2025
Q2 		$14.1K Hold
131
– – ﹤0.01% 142
2025
Q1 		$14.6K Hold
131
– – ﹤0.01% 138
2024
Q4 		$15.5K Hold
131
– – ﹤0.01% 137
2024
Q3 		$15.9K Hold
131
– – ﹤0.01% 135
2024
Q2 		$15.4K Hold
131
– – ﹤0.01% 113
2024
Q1 		$15.4K Hold
131
– – ﹤0.01% 114
2023
Q4 		$13.6K Sell
131
-90
-41% -$8.63K ﹤0.01% 118
2023
Q3 		$21K Buy
221
+90
+69% +$8.51K 0.01% 110
2023
Q2 		$11.6K Sell
131
-127
-49% -$10.6K ﹤0.01% 124
2023
Q1 		$21.3K Buy
258
+127
+97% +$12.1K 0.01% 102
2022
Q4 		$13K Hold
131
– – ﹤0.01% 113
2022
Q3 		$11K Hold
131
– – ﹤0.01% 140
2022
Q2 		$13K Sell
131
-68
-34% -$7.2K ﹤0.01% 128
2022
Q1 		$24K Buy
199
+68
+52% +$7.73K 0.01% 117
2021
Q4 		$14K Hold
131
– – ﹤0.01% 144
2021
Q3 		$14K Hold
131
– – ﹤0.01% 124
2021
Q2 		$13K Hold
131
– – ﹤0.01% 118
2021
Q1 		$12K Hold
131
– – ﹤0.01% 121
2020
Q4 		$10K Buy
+131
New +$9.47K ﹤0.01% 122

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

West Financial Advisors's PRU Position: Q2 2026 in Review

West Financial Advisors reduced its Prudential Financial (PRU) stake by 74% in Q2 2026, selling an estimated $6.2K and leaving 21 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

West Financial Advisors first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. The position peaked at $24K in Q1 2022. 307 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • West Financial Advisors held 21 shares of Prudential Financial worth $2.27K as of Q2 2026.
  • West Financial Advisors sold 61 Prudential Financial shares in Q2 2026, an estimated $6.2K.
  • Prudential Financial made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #166 holding.
  • West Financial Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Prudential Financial position peaked at $24K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.