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Xcel Wealth Management’s Prudential Financial PRU Stock Holding History

Xcel Wealth Management’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 		$4.95M Buy
45,874
+16,593
+57% +$1.69M 1.18% 25
2026
Q1 		$2.86M Buy
29,281
+13,230
+82% +$1.37M 0.79% 33
2025
Q4 		$1.81M Sell
16,051
-130
-0.8% -$13.9K 0.46% 56
2025
Q3 		$1.68M Sell
16,181
-2,300
-12% -$242K 0.44% 54
2025
Q2 		$1.99M Sell
18,481
-790
-4% -$81.9K 0.57% 43
2025
Q1 		$2.15M Sell
19,271
-7,458
-28% -$850K 0.67% 38
2024
Q4 		$3.17M Sell
26,729
-1,410
-5% -$174K 0.88% 29
2024
Q3 		$3.41M Sell
28,139
-2,455
-8% -$290K 1% 28
2024
Q2 		$3.59M Sell
30,594
-1,070
-3% -$123K 1.12% 27
2024
Q1 		$3.72M Sell
31,664
-1,571
-5% -$169K 1.16% 25
2023
Q4 		$3.45M Sell
33,235
-2,179
-6% -$209K 1.21% 22
2023
Q3 		$3.36M Sell
35,414
-7,217
-17% -$683K 1.33% 22
2023
Q2 		$3.76M Buy
42,631
+375
+0.9% +$31.4K 1.19% 23
2023
Q1 		$3.5M Buy
42,256
+3,472
+9% +$331K 1.23% 23
2022
Q4 		$3.86M Sell
38,784
-5,935
-13% -$601K 1.52% 18
2022
Q3 		$3.84M Buy
44,719
+3,680
+9% +$354K 1.43% 20
2022
Q2 		$3.93M Buy
41,039
+5,872
+17% +$622K 1.43% 20
2022
Q1 		$4.16M Buy
+35,167
New +$4M 1.14% 24

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Xcel Wealth Management's PRU Position: Q2 2026 in Review

Xcel Wealth Management increased its Prudential Financial (PRU) stake by 57% in Q2 2026, buying an estimated $1.69M and bringing the position to 45,874 shares worth $4.95M. The position accounts for 1.18% of the portfolio, ranked #25.

Xcel Wealth Management first reported a position in PRU in Q1 2022 and has held it in 18 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Xcel Wealth Management held 45,874 shares of Prudential Financial worth $4.95M as of Q2 2026.
  • Xcel Wealth Management bought 16,593 Prudential Financial shares in Q2 2026, an estimated $1.69M.
  • Prudential Financial made up 1.18% of Xcel Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Xcel Wealth Management first reported a position in Prudential Financial in Q1 2022 and has held it in 18 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.