3Chopt Investment Partners’s Prudential Financial PRU Stock Holding History

3Chopt Investment Partners’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 Q1	–	Sell	-2,128	Closed	-$240K	–	254
2025 Q4	$240K	Buy	2,128 +44	+2%	+$4.72K	0.05%	196
2025 Q3	$216K	Sell	2,084 -22	-1%	-$2.32K	0.05%	207
2025 Q2	$226K	Buy	2,106 +4	+0.2%	+$414	0.05%	201
2025 Q1	$235K	Buy	+2,102	New	+$240K	0.06%	194
2024 Q3	–	Sell	-2,401	Closed	-$281K	–	155
2024 Q2	$281K	Buy	+2,401	New	+$277K	0.09%	164
2024 Q1	–	Sell	-2,218	Closed	-$230K	–	140
2023 Q4	$230K	Buy	+2,218	New	+$213K	0.08%	158
2023 Q3	–	Sell	-2,275	Closed	-$201K	–	117
2023 Q2	$201K	Buy	+2,275	New	+$190K	0.1%	133
2023 Q1	–	Sell	-2,475	Closed	-$246K	–	226
2022 Q4	$246K	Buy	+2,475	New	+$251K	0.13%	122

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

3Chopt Investment Partners's PRU Position: Q1 2026 in Review

3Chopt Investment Partners sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 2,128 shares — an estimated $240K sold.

3Chopt Investment Partners first reported a position in PRU in Q4 2022 and held it in 8 quarters. The position peaked at $281K in Q2 2024. 1,365 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

3Chopt Investment Partners reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
3Chopt Investment Partners sold 2,128 Prudential Financial shares in Q1 2026, an estimated $240K.
3Chopt Investment Partners first reported a position in Prudential Financial in Q4 2022 and held it in 8 quarters.
3Chopt Investment Partners's Prudential Financial position peaked at $281K in Q2 2024.
1,365 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.