BCS Wealth Management’s Prudential Financial PRU Stock Holding History

BCS Wealth 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	–	Sell	-2,030	Closed	-$229K	–	324
2025 Q4	$229K	Buy	+2,030	New	+$218K	0.02%	327

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCS Wealth Management's PRU Position: Q1 2026 in Review

BCS Wealth Management sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 2,030 shares — an estimated $229K sold.

BCS Wealth Management first reported a position in PRU in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 1,362 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

BCS Wealth Management reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 2,030 Prudential Financial shares in Q1 2026, an estimated $229K.
BCS Wealth Management first reported a position in Prudential Financial in Q4 2025 and held it in 1 quarter.
BCS Wealth Management's Prudential Financial position peaked at $229K in Q4 2025.
1,362 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.