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Arete Wealth Advisors’s Prudential Financial PRU Stock Holding History

Arete Wealth Advisors’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 		$1.41M Sell
14,461
-1,527
-10% -$158K 0.11% 189
2025
Q4 		$1.8M Buy
15,988
+1,992
+14% +$214K 0.11% 191
2025
Q3 		$1.45M Buy
13,996
+576
+4% +$60.7K 0.09% 207
2025
Q2 		$1.44M Buy
13,420
+964
+8% +$99.9K 0.1% 200
2025
Q1 		$1.39M Buy
12,456
+92
+0.7% +$10.5K 0.11% 196
2024
Q4 		$1.47M Buy
12,364
+1,754
+17% +$217K 0.11% 195
2024
Q3 		$1.28M Sell
10,610
-1,001
-9% -$118K 0.11% 181
2024
Q2 		$1.36M Sell
11,611
-649
-5% -$74.9K 0.11% 180
2024
Q1 		$1.44M Sell
12,260
-366
-3% -$39.4K 0.13% 167
2023
Q4 		$1.31M Sell
12,626
-369
-3% -$35.4K 0.1% 200
2023
Q3 		$1.23M Buy
12,995
+439
+3% +$41.5K 0.21% 104
2023
Q2 		$1.11M Buy
12,556
+1,732
+16% +$145K 0.1% 199
2023
Q1 		$896K Buy
10,824
+731
+7% +$69.8K 0.07% 232
2022
Q4 		$1B Buy
10,093
+1,641
+19% +$166K 0.09% 200
2022
Q3 		$725K Buy
8,452
+2,587
+44% +$249K 0.07% 230
2022
Q2 		$561K Buy
5,865
+439
+8% +$46.5K 0.06% 222
2022
Q1 		$641K Buy
5,426
+764
+16% +$86.9K 0.05% 241
2021
Q4 		$511K Buy
4,662
+766
+20% +$83.2K 0.04% 285
2021
Q3 		$410K Buy
3,896
+658
+20% +$67.8K 0.05% 283
2021
Q2 		$220K Buy
3,238
+566
+21% +$57.8K 0.03% 320
2021
Q1 		$243K Buy
+2,672
New +$229K 0.03% 353
2019
Q4 		– Sell
-3,342
Closed -$301K – 421
2019
Q3 		$301K Sell
3,342
-1,461
-30% -$132K 0.06% 290
2019
Q2 		$485K Buy
4,803
+1,001
+26% +$99.8K 0.09% 227
2019
Q1 		$349K Sell
3,802
-59
-2% -$5.44K 0.07% 262
2018
Q4 		$315K Sell
3,861
-602
-13% -$55.5K 0.08% 262
2018
Q3 		$452K Buy
4,463
+895
+25% +$88.2K 0.1% 204
2018
Q2 		$334K Buy
+3,568
New +$360K 0.08% 253

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

Arete Wealth Advisors's PRU Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Prudential Financial (PRU) stake by 9.6% in Q1 2026, selling an estimated $158K and leaving 14,461 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #189.

Arete Wealth Advisors first reported a position in PRU in Q2 2018 and has held it in 27 quarters since. The position peaked at $1B in Q4 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Arete Wealth Advisors held 14,461 shares of Prudential Financial worth $1.41M as of Q1 2026.
  • Arete Wealth Advisors sold 1,527 Prudential Financial shares in Q1 2026, an estimated $158K.
  • Prudential Financial made up 0.11% of Arete Wealth Advisors's portfolio in Q1 2026, its #189 holding.
  • Arete Wealth Advisors first reported a position in Prudential Financial in Q2 2018 and has held it in 27 quarters since.
  • Arete Wealth Advisors's Prudential Financial position peaked at $1B in Q4 2022.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.