Atria Investments’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.51M | Sell |
35,962
-705
| -2% | -$73K | 0.04% | 487 |
|
|
2025
Q4 | $4.14M | Buy |
36,667
+5
| +0% | +$536 | 0.05% | 443 |
|
|
2025
Q3 | $3.8M | Buy |
36,662
+2,911
| +9% | +$307K | 0.04% | 478 |
|
|
2025
Q2 | $3.63M | Buy |
33,751
+5,087
| +18% | +$527K | 0.04% | 500 |
|
|
2025
Q1 | $3.2M | Sell |
28,664
-1,799
| -6% | -$205K | 0.04% | 518 |
|
|
2024
Q4 | $3.61M | Sell |
30,463
-1,326
| -4% | -$164K | 0.04% | 454 |
|
|
2024
Q3 | $3.85M | Sell |
31,789
-1,183
| -4% | -$140K | 0.05% | 437 |
|
|
2024
Q2 | $3.86M | Sell |
32,972
-487
| -1% | -$56.2K | 0.05% | 420 |
|
|
2024
Q1 | $3.93M | Buy |
33,459
+3,652
| +12% | +$394K | 0.05% | 411 |
|
|
2023
Q4 | $3.09M | Sell |
29,807
-2,732
| -8% | -$262K | 0.05% | 438 |
|
|
2023
Q3 | $3.09M | Buy |
32,539
+2,494
| +8% | +$236K | 0.06% | 422 |
|
|
2023
Q2 | $2.65M | Sell |
30,045
-739
| -2% | -$61.8K | 0.05% | 461 |
|
|
2023
Q1 | $2.55M | Buy |
30,784
+4,913
| +19% | +$469K | 0.05% | 457 |
|
|
2022
Q4 | $2.57M | Buy |
25,871
+1,238
| +5% | +$125K | 0.05% | 424 |
|
|
2022
Q3 | $2.11M | Sell |
24,633
-1,969
| -7% | -$190K | 0.05% | 463 |
|
|
2022
Q2 | $2.54M | Sell |
26,602
-2,464
| -8% | -$261K | 0.05% | 419 |
|
|
2022
Q1 | $3.44M | Buy |
29,066
+7,036
| +32% | +$800K | 0.06% | 390 |
|
|
2021
Q4 | $2.38M | Buy |
22,030
+4,440
| +25% | +$482K | 0.04% | 492 |
|
|
2021
Q3 | $1.85M | Buy |
17,590
+474
| +3% | +$48.8K | 0.03% | 557 |
|
|
2021
Q2 | $1.75M | Sell |
17,116
-2,031
| -11% | -$207K | 0.03% | 558 |
|
|
2021
Q1 | $1.74M | Sell |
19,147
-473
| -2% | -$40.5K | 0.04% | 503 |
|
|
2020
Q4 | $1.53M | Buy |
+19,620
| New | +$1.42M | 0.04% | 505 |
|
|
2020
Q1 | – | Sell |
-11,385
| Closed | -$1.07M | – | 1022 |
|
|
2019
Q4 | $1.07M | Buy |
11,385
+5,019
| +79% | +$461K | 0.03% | 502 |
|
|
2019
Q3 | $573K | Sell |
6,366
-4,663
| -42% | -$423K | 0.02% | 550 |
|
|
2019
Q2 | $903K | Sell |
11,029
-102
| -0.9% | -$10.2K | 0.03% | 426 |
|
|
2019
Q1 | $1.02M | Buy |
11,131
+3,427
| +44% | +$316K | 0.04% | 352 |
|
|
2018
Q4 | $628K | Sell |
7,704
-21,924
| -74% | -$2.02M | 0.03% | 427 |
|
|
2018
Q3 | $3M | Buy |
29,628
+887
| +3% | +$87.4K | 0.12% | 151 |
|
|
2018
Q2 | $2.69M | Buy |
28,741
+2,000
| +7% | +$202K | 0.12% | 165 |
|
|
2018
Q1 | $2.77M | Buy |
26,741
+3,309
| +14% | +$373K | 0.13% | 158 |
|
|
2017
Q4 | $2.69M | Buy |
23,432
+5,915
| +34% | +$664K | 0.13% | 175 |
|
|
2017
Q3 | $1.86M | Sell |
17,517
-807
| -4% | -$86.3K | 0.1% | 200 |
|
|
2017
Q2 | $1.98M | Buy |
18,324
+2,862
| +19% | +$304K | 0.12% | 179 |
|
|
2017
Q1 | $1.65M | Buy |
15,462
+225
| +1% | +$24.3K | 0.11% | 201 |
|
|
2016
Q4 | $1.59M | Sell |
15,237
-140
| -0.9% | -$13.3K | 0.12% | 182 |
|
|
2016
Q3 | $1.26M | Buy |
+15,377
| New | +$1.18M | 0.12% | 160 |
|
Other funds holding PRU
VCM
VPM
Atria Investments's PRU Position: Q1 2026 in Review
Atria Investments reduced its Prudential Financial (PRU) stake by 1.9% in Q1 2026, selling an estimated $73K and leaving 35,962 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #487.
Atria Investments first reported a position in PRU in Q3 2016 and has held it in 36 quarters since. The position peaked at $4.14M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- Atria Investments held 35,962 shares of Prudential Financial worth $3.51M as of Q1 2026.
- Atria Investments sold 705 Prudential Financial shares in Q1 2026, an estimated $73K.
- Prudential Financial made up 0.04% of Atria Investments's portfolio in Q1 2026, its #487 holding.
- Atria Investments first reported a position in Prudential Financial in Q3 2016 and has held it in 36 quarters since.
- Atria Investments's Prudential Financial position peaked at $4.14M in Q4 2025.
- 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.