Anchor Investment Management’s Prudential Financial PRU Stock Holding History

Anchor Investment Management’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	$160K	Buy	1,643 +14	+0.9%	+$1.45K	0.01%	411
2025 Q4	$184K	Buy	1,629 +10	+0.6%	+$1.07K	0.01%	396
2025 Q3	$168K	Buy	1,619 +11	+0.7%	+$1.16K	0.01%	409
2025 Q2	$173K	Hold	1,608	–	–	0.02%	394
2025 Q1	$180K	Sell	1,608 -113	-7%	-$12.9K	0.02%	378
2024 Q4	$204K	Hold	1,721	–	–	0.02%	361
2024 Q3	$208K	Hold	1,721	–	–	0.02%	364
2024 Q2	$202K	Hold	1,721	–	–	0.02%	351
2024 Q1	$202K	Buy	1,721 +14	+0.8%	+$1.51K	0.02%	356
2023 Q4	$177K	Buy	1,707 +44	+3%	+$4.22K	0.02%	369
2023 Q3	$158K	Hold	1,663	–	–	0.02%	374
2023 Q2	$147K	Hold	1,663	–	–	0.02%	378
2023 Q1	$138K	Hold	1,663	–	–	0.02%	394
2022 Q4	$165K	Hold	1,663	–	–	0.02%	362
2022 Q3	$143K	Sell	1,663 -100	-6%	-$9.63K	0.02%	381
2022 Q2	$169K	Sell	1,763 -502	-22%	-$53.1K	0.02%	377
2022 Q1	$268K	Hold	2,265	–	–	0.03%	338
2021 Q4	$245K	Buy	2,265 +105	+5%	+$11.4K	0.03%	354
2021 Q3	$227K	Sell	2,160 -204	-9%	-$21K	0.03%	337
2021 Q2	$242K	Hold	2,364	–	–	0.03%	332
2021 Q1	$215K	Sell	2,364 -640	-21%	-$54.8K	0.03%	330
2020 Q4	$235K	Hold	3,004	–	–	0.04%	273
2020 Q3	$191K	Hold	3,004	–	–	0.04%	289
2020 Q2	$183K	Buy	3,004 +150	+5%	+$8.81K	0.04%	282
2020 Q1	$149K	Hold	2,854	–	–	0.04%	291
2019 Q4	$268K	Buy	2,854 +300	+12%	+$27.5K	0.06%	244
2019 Q3	$230K	Sell	2,554 -191	-7%	-$17.3K	0.05%	267
2019 Q2	$277K	Hold	2,745	–	–	0.07%	236
2019 Q1	$252K	Hold	2,745	–	–	0.06%	245
2018 Q4	$224K	Sell	2,745 -456	-14%	-$42K	0.06%	249
2018 Q3	$324K	Hold	3,201	–	–	0.07%	229
2018 Q2	$299K	Hold	3,201	–	–	0.07%	244
2018 Q1	$331K	Hold	3,201	–	–	0.09%	226
2017 Q4	$368K	Buy	3,201 +1,352	+73%	+$152K	0.1%	211
2017 Q3	$197K	Buy	1,849 +659	+55%	+$70.4K	0.06%	261
2017 Q2	$129K	Hold	1,190	–	–	0.04%	292
2017 Q1	$127K	Sell	1,190 -100	-8%	-$10.8K	0.04%	292
2016 Q4	$134K	Hold	1,290	–	–	0.05%	266
2016 Q3	$105K	Hold	1,290	–	–	0.04%	290
2016 Q2	$92K	Hold	1,290	–	–	0.04%	295
2016 Q1	$93.2K	Buy	+1,290	New	+$90K	0.04%	291

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

Anchor Investment Management's PRU Position: Q1 2026 in Review

Anchor Investment Management increased its Prudential Financial (PRU) stake by 0.86% in Q1 2026, buying an estimated $1.45K and bringing the position to 1,643 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #411.

Anchor Investment Management first reported a position in PRU in Q1 2016 and has held it in 41 quarters since. The position peaked at $368K in Q4 2017. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Anchor Investment Management held 1,643 shares of Prudential Financial worth $160K as of Q1 2026.
Anchor Investment Management bought 14 Prudential Financial shares in Q1 2026, an estimated $1.45K.
Prudential Financial made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #411 holding.
Anchor Investment Management first reported a position in Prudential Financial in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's Prudential Financial position peaked at $368K in Q4 2017.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.