Bank of Montreal
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Bank of Montreal’s Prudential Financial PRU Stock Holding History

Bank of Montreal’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
2024
Q1 		– Sell
-60,000
Closed -$6.25M – 4230
2023
Q4 		$6.25M Buy
60,000
+50,000
+500% +$4.8M ﹤0.01% 1191
2023
Q3 		$991K Buy
+10,000
New +$946K ﹤0.01% 2070
2014
Q1 		– Sell
-400
Closed -$37K – 4123
2013
Q4 		$37K Hold
400
– – ﹤0.01% 2991
2013
Q3 		$31K Hold
400
– – ﹤0.01% 3032
2013
Q2 		$29K Buy
+400
New +$25.9K ﹤0.01% 2941

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of Montreal's PRU Position: Q1 2026 in Review

Bank of Montreal reduced its Prudential Financial (PRU) stake by 32% in Q1 2026, selling an estimated $20.1M and leaving 412,821 shares worth $40.3M. The position accounts for 0.02% of the portfolio, ranked #609.

Bank of Montreal first reported a position in PRU in Q2 2013 and has held it in 52 quarters since. The position peaked at $235M in Q1 2018. 1,360 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Bank of Montreal held 412,821 shares of Prudential Financial worth $40.3M as of Q1 2026.
  • Bank of Montreal sold 194,373 Prudential Financial shares in Q1 2026, an estimated $20.1M.
  • Prudential Financial made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #609 holding.
  • Bank of Montreal first reported a position in Prudential Financial in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Prudential Financial position peaked at $235M in Q1 2018.
  • 1,360 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.