WestEnd Advisors’s Prudential Financial PRU Stock Holding History

WestEnd 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	$1.29K	Hold	12	–	–	﹤0.01%	247
2026 Q1	$1.17K	Hold	12	–	–	﹤0.01%	219
2025 Q4	$1.35K	Buy	12 +4	+50%	+$429	﹤0.01%	203
2025 Q3	$830	Buy	8 +1	+14%	+$105	﹤0.01%	256
2025 Q2	$752	Sell	7 -3	-30%	-$311	﹤0.01%	238
2025 Q1	$1.12K	Buy	10 +6	+150%	+$684	﹤0.01%	199
2024 Q4	$474	Buy	4 +1	+33%	+$123	﹤0.01%	181
2024 Q3	$363	Buy	3 +1	+50%	+$118	﹤0.01%	219
2024 Q2	$234	Buy	2 +1	+100%	+$115	﹤0.01%	246
2024 Q1	$117	Buy	+1	New	+$108	﹤0.01%	298
2022 Q1	–	Sell	-5	Closed	-$569	–	155
2021 Q4	$541	Buy	+5	New	+$543	﹤0.01%	150
2021 Q3	–	Hold	0	–	–	–	143
2021 Q2	–	Hold	0	–	–	–	166

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 $3.37T AUM 44.26% 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

WestEnd Advisors's PRU Position: Q2 2026 in Review

WestEnd Advisors held its Prudential Financial (PRU) position steady in Q2 2026 at 12 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

WestEnd Advisors first reported a position in PRU in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.35K in Q4 2025. 1,411 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

WestEnd Advisors held 12 shares of Prudential Financial worth $1.29K as of Q2 2026.
WestEnd Advisors left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #247 holding.
WestEnd Advisors first reported a position in Prudential Financial in Q4 2021 and has held it in 11 quarters since.
WestEnd Advisors's Prudential Financial position peaked at $1.35K in Q4 2025.
1,411 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.