Wetzel Investment Advisors’s Prudential Financial PRU Stock Holding History

Wetzel Investment 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	$1.07M	Sell	9,883 -134	-1%	-$13.6K	0.37%	45
2026 Q1	$979K	Sell	10,017 -5	-0%	-$518	0.39%	45
2025 Q4	$1.13M	Buy	10,022 +94	+0.9%	+$10.1K	0.46%	40
2025 Q3	$1.03M	Sell	9,928 -200	-2%	-$21.1K	0.44%	41
2025 Q2	$1.09M	Hold	10,128	–	–	0.5%	35
2025 Q1	$1.13M	Sell	10,128 -9	-0.1%	-$1.02K	0.57%	36
2024 Q4	$1.2M	Hold	10,137	–	–	0.6%	34
2024 Q3	$1.23M	Sell	10,137 -1,093	-10%	-$129K	0.62%	35
2024 Q2	$1.32M	Buy	11,230 +30	+0.3%	+$3.46K	0.75%	29
2024 Q1	$1.22M	Hold	11,200	–	–	0.72%	30
2023 Q4	$1.16M	Buy	+11,200	New	+$1.07M	0.71%	29

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wetzel Investment Advisors's PRU Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Prudential Financial (PRU) stake by 1.3% in Q2 2026, selling an estimated $13.6K and leaving 9,883 shares worth $1.07M. The position accounts for 0.37% of the portfolio, ranked #45.

Wetzel Investment Advisors first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q2 2024. 407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Wetzel Investment Advisors held 9,883 shares of Prudential Financial worth $1.07M as of Q2 2026.
Wetzel Investment Advisors sold 134 Prudential Financial shares in Q2 2026, an estimated $13.6K.
Prudential Financial made up 0.37% of Wetzel Investment Advisors's portfolio in Q2 2026, its #45 holding.
Wetzel Investment Advisors first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Prudential Financial position peaked at $1.32M in Q2 2024.
407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.