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Atomi Financial Group’s Prudential Financial PRU Stock Holding History

Atomi Financial 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 		$279K Sell
2,858
-978
-25% -$101K 0.01% 991
2025
Q4 		$433K Buy
3,836
+745
+24% +$79.9K 0.01% 762
2025
Q3 		$321K Buy
3,091
+12
+0.4% +$1.26K 0.01% 854
2025
Q2 		$331K Buy
3,079
+184
+6% +$19.1K 0.01% 763
2025
Q1 		$323K Sell
2,895
-196
-6% -$22.3K 0.01% 729
2024
Q4 		$366K Sell
3,091
-110
-3% -$13.6K 0.02% 622
2024
Q3 		$388K Buy
3,201
+17
+0.5% +$2.01K 0.02% 561
2024
Q2 		$373K Buy
3,184
+1,112
+54% +$128K 0.03% 502
2024
Q1 		$243K Sell
2,072
-260
-11% -$28K 0.02% 606
2023
Q4 		$242K Buy
+2,332
New +$224K 0.03% 485

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

Atomi Financial Group's PRU Position: Q1 2026 in Review

Atomi Financial Group reduced its Prudential Financial (PRU) stake by 25% in Q1 2026, selling an estimated $101K and leaving 2,858 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #991.

Atomi Financial Group first reported a position in PRU in Q4 2023 and has held it in 10 quarters since. The position peaked at $433K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Atomi Financial Group held 2,858 shares of Prudential Financial worth $279K as of Q1 2026.
  • Atomi Financial Group sold 978 Prudential Financial shares in Q1 2026, an estimated $101K.
  • Prudential Financial made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #991 holding.
  • Atomi Financial Group first reported a position in Prudential Financial in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Prudential Financial position peaked at $433K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.