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Allen Capital Group’s Prudential Financial PRU Stock Holding History

Allen Capital Group’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
-2,089
Closed -$236K – 293
2025
Q4 		$236K Sell
2,089
-59
-3% -$6.33K 0.02% 246
2025
Q3 		$223K Sell
2,148
-1
-0% -$105 0.02% 249
2025
Q2 		$231K Sell
2,149
-570
-21% -$59.1K 0.02% 245
2025
Q1 		$304K Buy
2,719
+10
+0.4% +$1.14K 0.03% 205
2024
Q4 		$321K Sell
2,709
-356
-12% -$44K 0.04% 192
2024
Q3 		$371K Sell
3,065
-25,670
-89% -$3.03M 0.05% 172
2024
Q2 		$3.37M Sell
28,735
-937
-3% -$108K 0.46% 48
2024
Q1 		$3.48M Buy
29,672
+701
+2% +$75.5K 0.49% 47
2023
Q4 		$3M Buy
28,971
+750
+3% +$71.9K 0.47% 46
2023
Q3 		$2.64M Buy
28,221
+250
+0.9% +$23.6K 0.47% 49
2023
Q2 		$2.47M Buy
27,971
+1,116
+4% +$93.4K 0.42% 54
2023
Q1 		$2.22M Buy
+26,855
New +$2.56M 0.4% 59
2022
Q4 		– Sell
-18,580
Closed -$1.59M – 124
2022
Q3 		$1.59M Buy
18,580
+1,901
+11% +$183K 0.37% 57
2022
Q2 		$1.6M Buy
16,679
+324
+2% +$34.3K 0.32% 65
2022
Q1 		$1.93M Buy
16,355
+1,573
+11% +$179K 0.37% 59
2021
Q4 		$1.6M Buy
14,782
+1,773
+14% +$193K 0.26% 65
2021
Q3 		$1.37M Buy
+13,009
New +$1.34M 0.27% 69

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

Allen Capital Group's PRU Position: Q1 2026 in Review

Allen Capital Group sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 2,089 shares — an estimated $236K sold.

Allen Capital Group first reported a position in PRU in Q3 2021 and held it in 17 quarters. The position peaked at $3.48M in Q1 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Allen Capital Group reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Allen Capital Group sold 2,089 Prudential Financial shares in Q1 2026, an estimated $236K.
  • Allen Capital Group first reported a position in Prudential Financial in Q3 2021 and held it in 17 quarters.
  • Allen Capital Group's Prudential Financial position peaked at $3.48M in Q1 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.