AE Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.7M | Buy |
263,327
+21,508
| +9% | +$2.23M | 0.14% | 163 |
|
|
2025
Q4 | $27.3M | Buy |
241,819
+13,123
| +6% | +$1.41M | 0.16% | 147 |
|
|
2025
Q3 | $23.7M | Buy |
228,696
+14,901
| +7% | +$1.57M | 0.15% | 155 |
|
|
2025
Q2 | $23M | Buy |
213,795
+49,550
| +30% | +$5.13M | 0.17% | 140 |
|
|
2025
Q1 | $18.3M | Buy |
164,245
+7,820
| +5% | +$891K | 0.15% | 163 |
|
|
2024
Q4 | $18.5M | Buy |
156,425
+4,786
| +3% | +$591K | 0.16% | 151 |
|
|
2024
Q3 | $18.4M | Sell |
151,639
-4,250
| -3% | -$502K | 0.17% | 143 |
|
|
2024
Q2 | $18.3M | Sell |
155,889
-8,419
| -5% | -$972K | 0.18% | 134 |
|
|
2024
Q1 | $19.3M | Sell |
164,308
-58,607
| -26% | -$6.32M | 0.22% | 124 |
|
|
2023
Q4 | $23.7M | Sell |
222,915
-34,980
| -14% | -$3.36M | 0.12% | 194 |
|
|
2023
Q3 | $24.5M | Buy |
257,895
+28,543
| +12% | +$2.7M | 0.15% | 159 |
|
|
2023
Q2 | $20.2M | Buy |
229,352
+20,619
| +10% | +$1.73M | 0.12% | 191 |
|
|
2023
Q1 | $17.3M | Sell |
208,733
-10,671
| -5% | -$1.02M | 0.11% | 226 |
|
|
2022
Q4 | $21.8M | Buy |
219,404
+39,528
| +22% | +$4M | 0.16% | 157 |
|
|
2022
Q3 | $15.4M | Buy |
179,876
+31,548
| +21% | +$3.04M | 0.12% | 177 |
|
|
2022
Q2 | $14.2M | Buy |
148,328
+52,888
| +55% | +$5.6M | 0.11% | 197 |
|
|
2022
Q1 | $11.3M | Buy |
95,440
+10,316
| +12% | +$1.17M | 0.08% | 259 |
|
|
2021
Q4 | $9.21M | Buy |
85,124
+6,825
| +9% | +$741K | 0.06% | 282 |
|
|
2021
Q3 | $8.24M | Buy |
78,299
+11,283
| +17% | +$1.16M | 0.07% | 272 |
|
|
2021
Q2 | $6.87M | Buy |
67,016
+25,946
| +63% | +$2.65M | 0.06% | 293 |
|
|
2021
Q1 | $3.74M | Buy |
41,070
+6,936
| +20% | +$594K | 0.04% | 382 |
|
|
2020
Q4 | $2.67M | Buy |
34,134
+8,642
| +34% | +$624K | 0.03% | 413 |
|
|
2020
Q3 | $1.62M | Sell |
25,492
-12,597
| -33% | -$828K | 0.02% | 492 |
|
|
2020
Q2 | $2.32M | Buy |
38,089
+6,044
| +19% | +$355K | 0.04% | 368 |
|
|
2020
Q1 | $1.67M | Buy |
32,045
+19,626
| +158% | +$1.56M | 0.04% | 350 |
|
|
2019
Q4 | $1.16M | Buy |
12,419
+5,633
| +83% | +$517K | 0.03% | 501 |
|
|
2019
Q3 | $610K | Buy |
6,786
+532
| +9% | +$48.2K | 0.02% | 567 |
|
|
2019
Q2 | $632K | Buy |
6,254
+2,742
| +78% | +$273K | 0.02% | 522 |
|
|
2019
Q1 | $323K | Buy |
3,512
+754
| +27% | +$69.5K | 0.02% | 438 |
|
|
2018
Q4 | $225K | Sell |
2,758
-3,739
| -58% | -$344K | 0.04% | 417 |
|
|
2018
Q3 | $658K | Buy |
6,497
+2,517
| +63% | +$248K | 0.04% | 276 |
|
|
2018
Q2 | $372K | Buy |
3,980
+384
| +11% | +$38.8K | 0.03% | 300 |
|
|
2018
Q1 | $372K | Buy |
+3,596
| New | +$405K | 0.03% | 289 |
|
Other funds holding PRU
VCM
VPM
AE Wealth Management's PRU Position: Q1 2026 in Review
AE Wealth Management increased its Prudential Financial (PRU) stake by 8.9% in Q1 2026, buying an estimated $2.23M and bringing the position to 263,327 shares worth $25.7M. The position accounts for 0.14% of the portfolio, ranked #163.
AE Wealth Management first reported a position in PRU in Q1 2018 and has held it in 33 quarters since. The position peaked at $27.3M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- AE Wealth Management held 263,327 shares of Prudential Financial worth $25.7M as of Q1 2026.
- AE Wealth Management bought 21,508 Prudential Financial shares in Q1 2026, an estimated $2.23M.
- Prudential Financial made up 0.14% of AE Wealth Management's portfolio in Q1 2026, its #163 holding.
- AE Wealth Management first reported a position in Prudential Financial in Q1 2018 and has held it in 33 quarters since.
- AE Wealth Management's Prudential Financial position peaked at $27.3M in Q4 2025.
- 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.