WFA
PRU icon

WMG Financial Advisors’s Prudential Financial PRU Stock Holding History

WMG 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 		$819K Sell
7,591
-314
-4% -$31.9K 0.31% 40
2026
Q1 		$772K Buy
7,905
+131
+2% +$13.6K 0.32% 39
2025
Q4 		$878K Sell
7,774
-2,141
-22% -$230K 0.36% 44
2025
Q3 		$1.03M Sell
9,915
-8
-0.1% -$842 0.34% 50
2025
Q2 		$1.07M Buy
9,923
+250
+3% +$25.9K 0.39% 45
2025
Q1 		$1.08M Sell
9,673
-13
-0.1% -$1.48K 0.46% 40
2024
Q4 		$1.15M Buy
9,686
+61
+0.6% +$7.53K 0.49% 39
2024
Q3 		$1.17M Sell
9,625
-52
-0.5% -$6.15K 0.53% 39
2024
Q2 		$1.13M Buy
9,677
+850
+10% +$98.1K 0.6% 33
2024
Q1 		$1.04M Sell
8,827
-3
-0% -$323 0.59% 37
2023
Q4 		$916K Sell
8,830
-1,370
-13% -$131K 0.6% 36
2023
Q3 		$968K Sell
10,200
-548
-5% -$51.8K 0.82% 29
2023
Q2 		$948K Buy
10,748
+2,981
+38% +$249K 0.7% 39
2023
Q1 		$887K Sell
7,767
-5,555
-42% -$530K 0.73% 40
2022
Q4 		$1.33M Sell
13,322
-917
-6% -$92.9K 1.13% 21
2022
Q3 		$1.22M Buy
14,239
+18
+0.1% +$1.73K 1.1% 21
2022
Q2 		$1.36M Sell
14,221
-147
-1% -$15.6K 1.18% 20
2022
Q1 		$1.7M Sell
14,368
-603
-4% -$68.6K 1.25% 19
2021
Q4 		$1.62M Buy
+14,971
New +$1.63M 1.26% 19

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

WMG Financial Advisors reduced its Prudential Financial (PRU) stake by 4% in Q2 2026, selling an estimated $31.9K and leaving 7,591 shares worth $819K. The position accounts for 0.31% of the portfolio, ranked #40.

WMG Financial Advisors first reported a position in PRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q1 2022. 544 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • WMG Financial Advisors held 7,591 shares of Prudential Financial worth $819K as of Q2 2026.
  • WMG Financial Advisors sold 314 Prudential Financial shares in Q2 2026, an estimated $31.9K.
  • Prudential Financial made up 0.31% of WMG Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • WMG Financial Advisors first reported a position in Prudential Financial in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Prudential Financial position peaked at $1.7M in Q1 2022.
  • 544 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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