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Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

PRU holding history

Prudential Financial Inc in every 13F filed by Procyon Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
3,865
Value
$417.2K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of PRU by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,865$417.2K<0.1%−722−15.7%ReducedHolders
Q1 20264,587$448.1K<0.1%+43+0.9%AddedHolders
Q4 20254,544$512.9K<0.1%−20,566−81.9%ReducedHolders
Q3 202525,110$2.60M0.2%−3,906−13.5%ReducedHolders
Q2 202529,016$3.12M0.3%+734+2.6%AddedHolders
Q1 202528,282$3.16M0.2%+1,153+4.3%AddedHolders
Q4 202427,129$3.22M0.2%+9,308+52.2%AddedHolders
Q3 202417,821$2.16M0.1%+888+5.2%AddedHolders
Q2 202416,933$1.98M0.1%+182+1.1%AddedHolders
Q1 202416,751$1.97M0.2%−2,330−12.2%ReducedHolders
Q4 202319,081$1.98M0.2%+5,776+43.4%AddedHolders
Q3 202313,305$1.26M0.1%−2,908−17.9%ReducedHolders
Q2 202316,213$1.43M0.2%+1,235+8.2%AddedHolders
Q1 202314,978$1.24M0.2%−3,448−18.7%ReducedHolders
Q4 202218,426$1.83M0.3%+10,580+134.8%AddedHolders
Q3 20227,846$673.0K0.2%+1,420+22.1%AddedHolders
Q2 20226,426$615.0K0.1%+6,426NewHolders