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Avalon Trust’s Prudential Financial PRU Stock Holding History

Avalon Trust’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 		$16K Hold
164
– – ﹤0.01% 381
2025
Q4 		$18.5K Sell
164
-8
-5% -$858 ﹤0.01% 359
2025
Q3 		$17.8K Buy
172
+8
+5% +$842 ﹤0.01% 396
2025
Q2 		$17.6K Hold
164
– – ﹤0.01% 326
2025
Q1 		$18.3K Hold
164
– – ﹤0.01% 333
2024
Q4 		$19.4K Hold
164
– – ﹤0.01% 290
2024
Q3 		$19.9K Hold
164
– – ﹤0.01% 262
2024
Q2 		$19.2K Hold
164
– – ﹤0.01% 265
2024
Q1 		$19.3K Hold
164
– – ﹤0.01% 272
2023
Q4 		$17K Hold
164
– – ﹤0.01% 277
2023
Q3 		$15.6K Hold
164
– – ﹤0.01% 244
2023
Q2 		$14.5K Hold
164
– – ﹤0.01% 260
2023
Q1 		$13.6K Buy
+164
New +$15.7K ﹤0.01% 250

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

Avalon Trust's PRU Position: Q1 2026 in Review

Avalon Trust held its Prudential Financial (PRU) position steady in Q1 2026 at 164 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Avalon Trust first reported a position in PRU in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.9K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Avalon Trust held 164 shares of Prudential Financial worth $16K as of Q1 2026.
  • Avalon Trust left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #381 holding.
  • Avalon Trust first reported a position in Prudential Financial in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's Prudential Financial position peaked at $19.9K in Q3 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.