Accel Wealth Management

SEC CIK: 0001838226
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

PRU holding history

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

PRU overview All 13F holders of PRU Full Q2 2026 holdings

Shares (Q2 2026): 10,486
Value: $1.13M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PRU by Accel Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,486	$1.13M	0.3%	−215−2.0%	Reduced	Holders
Q1 2026	10,701	$1.05M	0.3%	−629−5.6%	Reduced	Holders
Q4 2025	11,330	$1.28M	0.3%	+790+7.5%	Added	Holders
Q3 2025	10,540	$1.09M	0.3%	−478−4.3%	Reduced	Holders
Q2 2025	11,018	$1.18M	0.4%	+778+7.6%	Added	Holders
Q1 2025	10,240	$1.14M	0.4%	+298+3.0%	Added	Holders
Q4 2024	9,942	$1.18M	0.4%	−4,702−32.1%	Reduced	Holders
Q3 2024	14,644	$1.77M	0.7%	−549−3.6%	Reduced	Holders
Q2 2024	15,193	$1.78M	0.7%	−117−0.8%	Reduced	Holders
Q1 2024	15,310	$1.80M	0.8%	+104+0.7%	Added	Holders
Q4 2023	15,206	$1.58M	0.8%	−459−2.9%	Reduced	Holders
Q3 2023	15,665	$1.49M	0.8%	−258−1.6%	Reduced	Holders
Q2 2023	15,923	$1.40M	0.8%	+5,923+59.2%	Added	Holders
Q1 2023	10,000	$827.4K	0.3%	+2,533+33.9%	Added	Holders
Q4 2022	7,467	$742.7K	0.4%	−460−5.8%	Reduced	Holders
Q3 2022	7,927	$747.0K	0.4%	+64+0.8%	Added	Holders
Q2 2022	7,863	$726.0K	0.4%	−2,481−24.0%	Reduced	Holders
Q1 2022	10,344	$1.23M	0.6%	−783−7.0%	Reduced	Holders
Q4 2021	11,127	$1.20M	0.6%	−280−2.5%	Reduced	Holders
Q3 2021	11,407	$1.20M	0.8%	+55+0.5%	Added	Holders
Q2 2021	11,352	$1.16M	0.8%	−320−2.7%	Reduced	Holders
Q1 2021	11,672	$1.06M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.