Beacon Investment Advisors’s Prudential Financial PRU Stock Holding History

Beacon Investment 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	$506K	Sell	5,179 -80	-2%	-$8.29K	0.19%	102
2025 Q4	$594K	Sell	5,259 -26	-0.5%	-$2.79K	0.24%	91
2025 Q3	$548K	Buy	5,285 +11	+0.2%	+$1.16K	0.22%	94
2025 Q2	$565K	Buy	5,274 +12	+0.2%	+$1.24K	0.24%	92
2025 Q1	$588K	Buy	5,262 +11	+0.2%	+$1.25K	0.28%	90
2024 Q4	$622K	Sell	5,251 -11	-0.2%	-$1.36K	0.29%	83
2024 Q3	$637K	Buy	5,262 +9	+0.2%	+$1.06K	0.3%	86
2024 Q2	$616K	Buy	+5,253	New	+$606K	0.31%	80

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

Beacon Investment Advisors's PRU Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Prudential Financial (PRU) stake by 1.5% in Q1 2026, selling an estimated $8.29K and leaving 5,179 shares worth $506K. The position accounts for 0.19% of the portfolio, ranked #102.

Beacon Investment Advisors first reported a position in PRU in Q2 2024 and has held it in 8 quarters since. The position peaked at $637K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Beacon Investment Advisors held 5,179 shares of Prudential Financial worth $506K as of Q1 2026.
Beacon Investment Advisors sold 80 Prudential Financial shares in Q1 2026, an estimated $8.29K.
Prudential Financial made up 0.19% of Beacon Investment Advisors's portfolio in Q1 2026, its #102 holding.
Beacon Investment Advisors first reported a position in Prudential Financial in Q2 2024 and has held it in 8 quarters since.
Beacon Investment Advisors's Prudential Financial position peaked at $637K in Q3 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.