Alpine Woods Capital Investors’s Prudential Financial PRU Stock Holding History

Alpine Woods Capital Investors’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	$1.27M	Sell	12,965 -13,362	-51%	-$1.38M	0.3%	78
2025 Q4	$2.97M	Buy	26,327 +4,887	+23%	+$524K	0.71%	42
2025 Q3	$2.22M	Buy	21,440 +4,034	+23%	+$425K	0.52%	63
2025 Q2	$1.87M	Buy	+17,406	New	+$1.8M	0.44%	72
2020 Q1	–	Sell	-8,555	Closed	-$802K	–	275
2019 Q4	$802K	Buy	+8,555	New	+$786K	0.15%	131
2016 Q1	–	Sell	-24,300	Closed	-$1.98M	–	451
2015 Q4	$1.98M	Buy	24,300 +5,900	+32%	+$488K	0.11%	179
2015 Q3	$1.4M	Sell	18,400 -118,400	-87%	-$9.93M	0.08%	222
2015 Q2	$12M	Sell	136,800 -100	-0.1%	-$8.49K	0.61%	53
2015 Q1	$11M	Sell	136,900 -700	-0.5%	-$56.7K	0.56%	60
2014 Q4	$12.4M	Buy	137,600 +30,850	+29%	+$2.65M	0.64%	54
2014 Q3	$9.39M	Buy	106,750 +3,500	+3%	+$313K	0.5%	68
2014 Q2	$9.17K	Buy	103,250 +95,750	+1,277%	+$8.05M	0.24%	71
2014 Q1	$635K	Buy	+7,500	New	+$646K	0.04%	271

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alpine Woods Capital Investors's PRU Position: Q1 2026 in Review

Alpine Woods Capital Investors reduced its Prudential Financial (PRU) stake by 51% in Q1 2026, selling an estimated $1.38M and leaving 12,965 shares worth $1.27M. The position accounts for 0.3% of the portfolio, ranked #78.

Alpine Woods Capital Investors first reported a position in PRU in Q1 2014 and has held it in 13 quarters since. The position peaked at $12.4M in Q4 2014. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Alpine Woods Capital Investors held 12,965 shares of Prudential Financial worth $1.27M as of Q1 2026.
Alpine Woods Capital Investors sold 13,362 Prudential Financial shares in Q1 2026, an estimated $1.38M.
Prudential Financial made up 0.3% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #78 holding.
Alpine Woods Capital Investors first reported a position in Prudential Financial in Q1 2014 and has held it in 13 quarters since.
Alpine Woods Capital Investors's Prudential Financial position peaked at $12.4M in Q4 2014.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.