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Abundance Wealth Counselors’s Prudential Financial PRU Stock Holding History

Abundance Wealth Counselors’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 		$1.9M Sell
19,415
-243
-1% -$25.2K 0.27% 54
2025
Q4 		$2.22M Sell
19,658
-34
-0.2% -$3.65K 0.37% 43
2025
Q3 		$2.04M Buy
19,692
+317
+2% +$33.4K 0.35% 44
2025
Q2 		$2.08M Buy
19,375
+893
+5% +$92.5K 0.39% 41
2025
Q1 		$2.06M Buy
18,482
+1,409
+8% +$161K 0.43% 41
2024
Q4 		$2.02M Buy
17,073
+280
+2% +$34.6K 0.44% 37
2024
Q3 		$2.03M Buy
+16,793
New +$1.99M 0.42% 33
2024
Q2 		– Sell
-8,519
Closed -$1M – 130
2024
Q1 		$1M Buy
8,519
+412
+5% +$44.4K 0.23% 70
2023
Q4 		$841K Buy
8,107
+612
+8% +$58.7K 0.22% 72
2023
Q3 		$711K Buy
+7,495
New +$709K 0.2% 76
2023
Q2 		– Sell
-8,137
Closed -$673K – 127
2023
Q1 		$673K Buy
8,137
+959
+13% +$91.5K 0.17% 88
2022
Q4 		$714K Buy
7,178
+562
+8% +$56.9K 0.19% 79
2022
Q3 		$568K Buy
6,616
+325
+5% +$31.3K 0.16% 82
2022
Q2 		$602K Sell
6,291
-462
-7% -$48.9K 0.16% 85
2022
Q1 		$798K Buy
6,753
+294
+5% +$33.4K 0.22% 68
2021
Q4 		$699K Buy
+6,459
New +$701K 0.18% 67
2021
Q3 		– Sell
-6,508
Closed -$667K – 94
2021
Q2 		$667K Sell
6,508
-2,590
-28% -$265K 0.17% 65
2021
Q1 		$829K Buy
9,098
+1,238
+16% +$106K 0.21% 57
2020
Q4 		$614K Sell
7,860
-3,060
-28% -$221K 0.15% 63
2020
Q3 		$694K Sell
10,920
-124
-1% -$8.15K 0.2% 50
2020
Q2 		$673K Buy
+11,044
New +$648K 0.2% 39

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abundance Wealth Counselors's PRU Position: Q1 2026 in Review

Abundance Wealth Counselors reduced its Prudential Financial (PRU) stake by 1.2% in Q1 2026, selling an estimated $25.2K and leaving 19,415 shares worth $1.9M. The position accounts for 0.27% of the portfolio, ranked #54.

Abundance Wealth Counselors first reported a position in PRU in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.22M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Abundance Wealth Counselors held 19,415 shares of Prudential Financial worth $1.9M as of Q1 2026.
  • Abundance Wealth Counselors sold 243 Prudential Financial shares in Q1 2026, an estimated $25.2K.
  • Prudential Financial made up 0.27% of Abundance Wealth Counselors's portfolio in Q1 2026, its #54 holding.
  • Abundance Wealth Counselors first reported a position in Prudential Financial in Q2 2020 and has held it in 21 quarters since.
  • Abundance Wealth Counselors's Prudential Financial position peaked at $2.22M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.