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Carson Advisory’s Prudential Financial PRU Stock Holding History

Carson Advisory’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 		$845K Buy
8,646
+1
+0% +$104 0.44% 55
2025
Q4 		$976K Buy
8,645
+804
+10% +$86.2K 0.51% 51
2025
Q3 		$813K Sell
7,841
-360
-4% -$37.9K 0.44% 55
2025
Q2 		$881K Buy
8,201
+1
+0% +$104 0.56% 49
2025
Q1 		$916K Sell
8,200
-199
-2% -$22.7K 0.62% 42
2024
Q4 		$996K Sell
8,399
-200
-2% -$24.7K 0.69% 38
2024
Q3 		$1.04M Sell
8,599
-99
-1% -$11.7K 0.65% 39
2024
Q2 		$1.02M Sell
8,698
-299
-3% -$34.5K 0.72% 35
2024
Q1 		$1.06M Hold
8,997
– – 0.74% 34
2023
Q4 		$933K Buy
8,997
+201
+2% +$19.3K 0.73% 37
2023
Q3 		$835K Buy
8,796
+100
+1% +$9.46K 0.73% 38
2023
Q2 		$767K Buy
8,696
+26
+0.3% +$2.17K 0.65% 45
2023
Q1 		$717K Buy
8,670
+151
+2% +$14.4K 0.64% 47
2022
Q4 		$847K Sell
8,519
-500
-6% -$50.6K 0.81% 36
2022
Q3 		$774K Sell
9,019
-168
-2% -$16.2K 0.86% 35
2022
Q2 		$879K Buy
9,187
+500
+6% +$52.9K 0.98% 31
2022
Q1 		$1.03M Hold
8,687
– – 1.02% 26
2021
Q4 		$940K Buy
+8,687
New +$943K 0.95% 29

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

Carson Advisory's PRU Position: Q1 2026 in Review

Carson Advisory increased its Prudential Financial (PRU) stake by 0.01% in Q1 2026, buying an estimated $104 and bringing the position to 8,646 shares worth $845K. The position accounts for 0.44% of the portfolio, ranked #55.

Carson Advisory first reported a position in PRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q1 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Carson Advisory held 8,646 shares of Prudential Financial worth $845K as of Q1 2026.
  • Carson Advisory bought 1 Prudential Financial share in Q1 2026, an estimated $104.
  • Prudential Financial made up 0.44% of Carson Advisory's portfolio in Q1 2026, its #55 holding.
  • Carson Advisory first reported a position in Prudential Financial in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Prudential Financial position peaked at $1.06M in Q1 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.