Wilkerson Advisory Group’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$46.5K Buy
431
+44
+11% +$4.47K 0.01% 238
2026
Q1
$37.8K Buy
387
+60
+18% +$6.21K 0.01% 235
2025
Q4
$36.9K Buy
+327
New +$35.1K 0.01% 186

Other funds holding PRU

Wilkerson Advisory Group's PRU Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Prudential Financial (PRU) stake by 11% in Q2 2026, buying an estimated $4.47K and bringing the position to 431 shares worth $46.5K. The position accounts for 0.01% of the portfolio, ranked #238.

Wilkerson Advisory Group first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Wilkerson Advisory Group held 431 shares of Prudential Financial worth $46.5K as of Q2 2026.
  • Wilkerson Advisory Group bought 44 Prudential Financial shares in Q2 2026, an estimated $4.47K.
  • Prudential Financial made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #238 holding.
  • Wilkerson Advisory Group first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.