BlueStem Wealth Partners’s Prudential Financial PRU Stock Holding History

BlueStem Wealth 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	$572K	Buy	5,853 +1,079	+23%	+$112K	0.06%	79
2025 Q4	$539K	Buy	4,774 +1,121	+31%	+$120K	0.06%	75
2025 Q3	$379K	Buy	3,653 +57	+2%	+$6K	0.04%	82
2025 Q2	$386K	Buy	3,596 +21	+0.6%	+$2.18K	0.05%	76
2025 Q1	$399K	Sell	3,575 -22	-0.6%	-$2.51K	0.05%	65
2024 Q4	$426K	Buy	+3,597	New	+$444K	0.06%	65

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

BlueStem Wealth Partners's PRU Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Prudential Financial (PRU) stake by 23% in Q1 2026, buying an estimated $112K and bringing the position to 5,853 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #79.

BlueStem Wealth Partners first reported a position in PRU in Q4 2024 and has held it in 6 quarters since. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

BlueStem Wealth Partners held 5,853 shares of Prudential Financial worth $572K as of Q1 2026.
BlueStem Wealth Partners bought 1,079 Prudential Financial shares in Q1 2026, an estimated $112K.
Prudential Financial made up 0.06% of BlueStem Wealth Partners's portfolio in Q1 2026, its #79 holding.
BlueStem Wealth Partners first reported a position in Prudential Financial in Q4 2024 and has held it in 6 quarters since.
1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

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