Baron Silver Stevens Financial Advisors’s Prudential Financial PRU Stock Holding History

Baron Silver Stevens Financial Advisors’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	$239K	Buy	2,451 +102	+4%	+$10.6K	0.03%	122
2025 Q4	$265K	Buy	+2,349	New	+$252K	0.04%	112
2021 Q1	–	Sell	-59	Closed	-$4K	–	362
2020 Q4	$4K	Buy	+59	New	+$4.26K	﹤0.01%	341

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

Baron Silver Stevens Financial Advisors's PRU Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its Prudential Financial (PRU) stake by 4.3% in Q1 2026, buying an estimated $10.6K and bringing the position to 2,451 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #122.

Baron Silver Stevens Financial Advisors first reported a position in PRU in Q4 2020 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Baron Silver Stevens Financial Advisors held 2,451 shares of Prudential Financial worth $239K as of Q1 2026.
Baron Silver Stevens Financial Advisors bought 102 Prudential Financial shares in Q1 2026, an estimated $10.6K.
Prudential Financial made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #122 holding.
Baron Silver Stevens Financial Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 3 quarters since.
Baron Silver Stevens Financial Advisors's Prudential Financial position peaked at $265K in Q4 2025.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.