Calamos Wealth Management’s Prudential Financial PRU Stock Holding History

Calamos 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	$503K	Buy	5,146 +1,156	+29%	+$120K	0.02%	295
2025 Q4	$450K	Buy	3,990 +15	+0.4%	+$1.61K	0.02%	286
2025 Q3	$412K	Buy	+3,975	New	+$419K	0.01%	289
2019 Q3	–	Sell	-3,138	Closed	-$317K	–	236
2019 Q2	$317K	Sell	3,138 -340	-10%	-$33.9K	0.04%	191
2019 Q1	$320K	Buy	3,478 +154	+5%	+$14.2K	0.05%	184
2018 Q4	$271K	Sell	3,324 -829	-20%	-$76.4K	0.04%	190
2018 Q3	$421K	Sell	4,153 -222	-5%	-$21.9K	0.05%	163
2018 Q2	$409K	Sell	4,375 -76	-2%	-$7.68K	0.05%	162
2018 Q1	$461K	Sell	4,451 -1,198	-21%	-$135K	0.06%	163
2017 Q4	$649K	Sell	5,649 -18,426	-77%	-$2.07M	0.08%	149
2017 Q3	$2.56M	Buy	24,075 +207	+0.9%	+$22.1K	0.35%	86
2017 Q2	$2.58M	Buy	+23,868	New	+$2.53M	0.37%	80
2014 Q4	–	Sell	-20,718	Closed	-$1.82M	–	223
2014 Q3	$1.82M	Buy	20,718 +425	+2%	+$38K	0.53%	73
2014 Q2	$1.8M	Buy	20,293 +2,208	+12%	+$186K	0.51%	77
2014 Q1	$1.53M	Buy	+18,085	New	+$1.56M	0.45%	95

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

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

Calamos Wealth Management increased its Prudential Financial (PRU) stake by 29% in Q1 2026, buying an estimated $120K and bringing the position to 5,146 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #295.

Calamos Wealth Management first reported a position in PRU in Q1 2014 and has held it in 15 quarters since. The position peaked at $2.58M in Q2 2017. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Calamos Wealth Management held 5,146 shares of Prudential Financial worth $503K as of Q1 2026.
Calamos Wealth Management bought 1,156 Prudential Financial shares in Q1 2026, an estimated $120K.
Prudential Financial made up 0.02% of Calamos Wealth Management's portfolio in Q1 2026, its #295 holding.
Calamos Wealth Management first reported a position in Prudential Financial in Q1 2014 and has held it in 15 quarters since.
Calamos Wealth Management's Prudential Financial position peaked at $2.58M in Q2 2017.
1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.