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Callan Family Office’s Prudential Financial PRU Stock Holding History

Callan Family Office’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 		$950K Sell
9,725
-1,363
-12% -$141K 0.02% 574
2025
Q4 		$1.25M Buy
11,088
+2,320
+26% +$249K 0.03% 478
2025
Q3 		$910K Sell
8,768
-5,149
-37% -$542K 0.03% 401
2025
Q2 		$1.5M Buy
13,917
+9,582
+221% +$993K 0.05% 317
2025
Q1 		$484K Sell
4,335
-2,446
-36% -$279K 0.04% 329
2024
Q4 		$804K Buy
6,781
+4,846
+250% +$598K 0.05% 287
2024
Q3 		$234K Buy
1,935
+132
+7% +$15.6K 0.04% 165
2024
Q2 		$211K Buy
+1,803
New +$208K 0.04% 146

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

Callan Family Office's PRU Position: Q1 2026 in Review

Callan Family Office reduced its Prudential Financial (PRU) stake by 12% in Q1 2026, selling an estimated $141K and leaving 9,725 shares worth $950K. The position accounts for 0.02% of the portfolio, ranked #574.

Callan Family Office first reported a position in PRU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q2 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Callan Family Office held 9,725 shares of Prudential Financial worth $950K as of Q1 2026.
  • Callan Family Office sold 1,363 Prudential Financial shares in Q1 2026, an estimated $141K.
  • Prudential Financial made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #574 holding.
  • Callan Family Office first reported a position in Prudential Financial in Q2 2024 and has held it in 8 quarters since.
  • Callan Family Office's Prudential Financial position peaked at $1.5M in Q2 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.