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Bingham Private Wealth’s Prudential Financial PRU Stock Holding History

Bingham Private Wealth’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 		$388K Sell
3,972
-39
-1% -$4.04K 0.31% 96
2025
Q4 		$453K Buy
+4,011
New +$430K 0.39% 84
2025
Q2 		$428K Sell
3,986
-42
-1% -$4.35K 0.41% 82
2025
Q1 		$450K Sell
4,028
-446
-10% -$50.8K 0.47% 72
2024
Q4 		$530K Buy
+4,474
New +$552K 0.56% 57

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

Bingham Private Wealth's PRU Position: Q1 2026 in Review

Bingham Private Wealth reduced its Prudential Financial (PRU) stake by 0.97% in Q1 2026, selling an estimated $4.04K and leaving 3,972 shares worth $388K. The position accounts for 0.31% of the portfolio, ranked #96.

Bingham Private Wealth first reported a position in PRU in Q4 2024 and has held it in 5 quarters since. The position peaked at $530K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Bingham Private Wealth held 3,972 shares of Prudential Financial worth $388K as of Q1 2026.
  • Bingham Private Wealth sold 39 Prudential Financial shares in Q1 2026, an estimated $4.04K.
  • Prudential Financial made up 0.31% of Bingham Private Wealth's portfolio in Q1 2026, its #96 holding.
  • Bingham Private Wealth first reported a position in Prudential Financial in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's Prudential Financial position peaked at $530K in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.