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BankPlus Trust Department’s Prudential Financial PRU Stock Holding History

BankPlus Trust Department’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 		$894K Buy
9,155
+264
+3% +$27.3K 0.24% 90
2025
Q4 		$1M Buy
8,891
+975
+12% +$105K 0.26% 84
2025
Q3 		$821K Sell
7,916
-135
-2% -$14.2K 0.22% 95
2025
Q2 		$865K Buy
8,051
+327
+4% +$33.9K 0.26% 80
2025
Q1 		$863K Buy
7,724
+306
+4% +$34.9K 0.29% 73
2024
Q4 		$879K Buy
+7,418
New +$916K 0.29% 74

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

BankPlus Trust Department's PRU Position: Q1 2026 in Review

BankPlus Trust Department increased its Prudential Financial (PRU) stake by 3% in Q1 2026, buying an estimated $27.3K and bringing the position to 9,155 shares worth $894K. The position accounts for 0.24% of the portfolio, ranked #90.

BankPlus Trust Department first reported a position in PRU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • BankPlus Trust Department held 9,155 shares of Prudential Financial worth $894K as of Q1 2026.
  • BankPlus Trust Department bought 264 Prudential Financial shares in Q1 2026, an estimated $27.3K.
  • Prudential Financial made up 0.24% of BankPlus Trust Department's portfolio in Q1 2026, its #90 holding.
  • BankPlus Trust Department first reported a position in Prudential Financial in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Prudential Financial position peaked at $1M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.