Baker Avenue Asset Management’s Prudential Financial PRU Stock Holding History

Baker Avenue Asset 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	$210K	Buy	+2,152	New	+$223K	﹤0.01%	714
2023 Q4	–	Sell	-884	Closed	-$83.9K	–	1206
2023 Q3	$83.9K	Buy	884 +158	+22%	+$14.9K	﹤0.01%	446
2023 Q2	$64K	Buy	726 +647	+819%	+$54.1K	﹤0.01%	495
2023 Q1	$6.54K	Hold	79	–	–	﹤0.01%	832
2022 Q4	$7.86K	Buy	+79	New	+$8K	﹤0.01%	741
2016 Q1	–	Sell	-51,674	Closed	-$4.21M	–	197
2015 Q4	$4.21M	Buy	51,674 +7,554	+17%	+$624K	0.6%	49
2015 Q3	$3.36M	Sell	44,120 -563	-1%	-$47.2K	0.59%	49
2015 Q2	$3.91M	Sell	44,683 -594	-1%	-$50.4K	0.52%	57
2015 Q1	$3.64M	Buy	45,277 +3,108	+7%	+$252K	0.48%	64
2014 Q4	$3.81M	Buy	42,169 +2,526	+6%	+$217K	0.53%	54
2014 Q3	$3.49M	Buy	39,643 +3,858	+11%	+$345K	0.49%	60
2014 Q2	$3.18M	Buy	+35,785	New	+$3.01M	0.46%	69

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

Baker Avenue Asset Management's PRU Position: Q1 2026 in Review

Baker Avenue Asset Management opened a new position in Prudential Financial (PRU) in Q1 2026: 2,152 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in PRU as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in PRU in Q2 2014 and has held it in 12 quarters since. The position peaked at $4.21M in Q4 2015. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Baker Avenue Asset Management held 2,152 shares of Prudential Financial worth $210K as of Q1 2026.
Prudential Financial was a new Baker Avenue Asset Management position in Q1 2026.
Prudential Financial made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #714 holding.
Baker Avenue Asset Management first reported a position in Prudential Financial in Q2 2014 and has held it in 12 quarters since.
Baker Avenue Asset Management's Prudential Financial position peaked at $4.21M in Q4 2015.
1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.