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XXI Wealth LLC’s Prudential Financial PRU Stock Holding History

XXI Wealth LLC’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 		$202K Sell
1,874
-320
-15% -$32.5K 0.09% 221
2026
Q1 		$214K Sell
2,194
-868
-28% -$89.9K 0.12% 191
2025
Q4 		$346K Buy
+3,062
New +$328K 0.21% 119

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

XXI Wealth LLC's PRU Position: Q2 2026 in Review

XXI Wealth LLC reduced its Prudential Financial (PRU) stake by 15% in Q2 2026, selling an estimated $32.5K and leaving 1,874 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #221.

XXI Wealth LLC first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $346K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • XXI Wealth LLC held 1,874 shares of Prudential Financial worth $202K as of Q2 2026.
  • XXI Wealth LLC sold 320 Prudential Financial shares in Q2 2026, an estimated $32.5K.
  • Prudential Financial made up 0.09% of XXI Wealth LLC's portfolio in Q2 2026, its #221 holding.
  • XXI Wealth LLC first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Prudential Financial position peaked at $346K in Q4 2025.
  • 1,406 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.