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Bernard Wealth Management’s Prudential Financial PRU Stock Holding History

Bernard 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 		$4.88K Hold
50
– – ﹤0.01% 251
2025
Q4 		$5.64K Hold
50
– – ﹤0.01% 241
2025
Q3 		$5.19K Hold
50
– – ﹤0.01% 238
2025
Q2 		$5.37K Sell
50
-35
-41% -$3.63K ﹤0.01% 234
2025
Q1 		$9.49K Buy
85
+35
+70% +$3.99K ﹤0.01% 225
2024
Q4 		$5.93K Buy
+50
New +$6.17K ﹤0.01% 229

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

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

Bernard Wealth Management held its Prudential Financial (PRU) position steady in Q1 2026 at 50 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Bernard Wealth Management first reported a position in PRU in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.49K in Q1 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Bernard Wealth Management held 50 shares of Prudential Financial worth $4.88K as of Q1 2026.
  • Bernard Wealth Management left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Bernard Wealth Management first reported a position in Prudential Financial in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Prudential Financial position peaked at $9.49K in Q1 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.