BPA
PRU icon

Beacon Pointe Advisors’s Prudential Financial PRU Stock Holding History

Beacon Pointe 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 		$961K Buy
9,837
+1,470
+18% +$152K 0.01% 1013
2025
Q4 		$944K Buy
8,367
+2,854
+52% +$306K 0.01% 854
2025
Q3 		$572K Sell
5,513
-2,412
-30% -$254K ﹤0.01% 965
2025
Q2 		$851K Buy
7,925
+44
+0.6% +$4.56K 0.01% 716
2025
Q1 		$880K Buy
7,881
+188
+2% +$21.4K 0.01% 672
2024
Q4 		$912K Sell
7,693
-1,684
-18% -$208K 0.01% 660
2024
Q3 		$1.14M Sell
9,377
-1,118
-11% -$132K 0.01% 601
2024
Q2 		$1.23M Sell
10,495
-79
-0.7% -$9.12K 0.01% 587
2024
Q1 		$1.24M Sell
10,574
-1,420
-12% -$153K 0.01% 628
2023
Q4 		$1.24M Sell
11,994
-1,724
-13% -$165K 0.01% 603
2023
Q3 		$1.3M Buy
13,718
+6,884
+101% +$651K 0.02% 557
2023
Q2 		$603K Sell
6,834
-9,849
-59% -$824K 0.01% 662
2023
Q1 		$1.38M Buy
16,683
+9,696
+139% +$925K 0.02% 474
2022
Q4 		$695K Buy
6,987
+660
+10% +$66.8K 0.01% 592
2022
Q3 		$545K Buy
6,327
+23
+0.4% +$2.21K 0.01% 609
2022
Q2 		$602K Sell
6,304
-23,055
-79% -$2.44M 0.01% 592
2022
Q1 		$3.47M Buy
29,359
+21,362
+267% +$2.43M 0.05% 321
2021
Q4 		$866K Buy
7,997
+4,889
+157% +$531K 0.02% 402
2021
Q3 		$327K Sell
3,108
-6,141
-66% -$633K 0.01% 675
2021
Q2 		$948K Buy
+9,249
New +$945K 0.03% 348
2021
Q1 		– Sell
-2,713
Closed -$211K – 571
2020
Q4 		$211K Buy
+2,713
New +$196K 0.01% 461

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

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

Beacon Pointe Advisors increased its Prudential Financial (PRU) stake by 18% in Q1 2026, buying an estimated $152K and bringing the position to 9,837 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #1013.

Beacon Pointe Advisors first reported a position in PRU in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.47M in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Beacon Pointe Advisors held 9,837 shares of Prudential Financial worth $961K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,470 Prudential Financial shares in Q1 2026, an estimated $152K.
  • Prudential Financial made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1013 holding.
  • Beacon Pointe Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Prudential Financial position peaked at $3.47M in Q1 2022.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.