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Berkeley Capital Partners’s Prudential Financial PRU Stock Holding History

Berkeley Capital Partners’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
-5,809
Closed -$656K – 194
2025
Q4 		$656K Buy
5,809
+138
+2% +$14.8K 0.15% 116
2025
Q3 		$588K Buy
5,671
+191
+3% +$20.1K 0.14% 114
2025
Q2 		$589K Buy
5,480
+203
+4% +$21K 0.15% 111
2025
Q1 		$589K Buy
5,277
+177
+3% +$20.2K 0.16% 109
2024
Q4 		$605K Buy
5,100
+126
+3% +$15.6K 0.17% 103
2024
Q3 		$602K Sell
4,974
-55
-1% -$6.5K 0.17% 103
2024
Q2 		$589K Sell
5,029
-112
-2% -$12.9K 0.18% 102
2024
Q1 		$604K Sell
5,141
-149
-3% -$16.1K 0.18% 97
2023
Q4 		$549K Sell
5,290
-163
-3% -$15.6K 0.18% 102
2023
Q3 		$517K Buy
5,453
+44
+0.8% +$4.16K 0.19% 95
2023
Q2 		$477K Buy
5,409
+131
+2% +$11K 0.17% 98
2023
Q1 		$437K Buy
5,278
+537
+11% +$51.3K 0.16% 94
2022
Q4 		$471K Buy
4,741
+190
+4% +$19.2K 0.18% 96
2022
Q3 		$390K Buy
4,551
+156
+4% +$15K 0.17% 92
2022
Q2 		$420K Buy
4,395
+135
+3% +$14.3K 0.17% 93
2022
Q1 		$503K Buy
4,260
+572
+16% +$65K 0.2% 96
2021
Q4 		$399K Sell
3,688
-332
-8% -$36.1K 0.16% 90
2021
Q3 		$423K Sell
4,020
-95
-2% -$9.79K 0.19% 78
2021
Q2 		$422K Buy
4,115
+3
+0.1% +$306 0.19% 74
2021
Q1 		$375K Buy
+4,112
New +$352K 0.18% 81

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Berkeley Capital Partners's PRU Position: Q1 2026 in Review

Berkeley Capital Partners sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 5,809 shares — an estimated $656K sold.

Berkeley Capital Partners first reported a position in PRU in Q1 2021 and held it in 20 quarters. The position peaked at $656K in Q4 2025. 1,365 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Berkeley Capital Partners reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Berkeley Capital Partners sold 5,809 Prudential Financial shares in Q1 2026, an estimated $656K.
  • Berkeley Capital Partners first reported a position in Prudential Financial in Q1 2021 and held it in 20 quarters.
  • Berkeley Capital Partners's Prudential Financial position peaked at $656K in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.