Cascade Investment Group’s Prudential Financial PRU Stock Holding History

Cascade Investment Group’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	$376K	Sell	3,844 -950	-20%	-$98.4K	0.25%	102
2025 Q4	$541K	Buy	4,794 +125	+3%	+$13.4K	0.36%	65
2025 Q3	$484K	Buy	4,669 +400	+9%	+$42.1K	0.32%	71
2025 Q2	$459K	Buy	4,269 +75	+2%	+$7.77K	0.32%	71
2025 Q1	$468K	Sell	4,194 -335	-7%	-$38.2K	0.36%	62
2024 Q4	$537K	Sell	4,529 -235	-5%	-$29K	0.38%	61
2024 Q3	$577K	Sell	4,764 -22	-0.5%	-$2.6K	0.42%	57
2024 Q2	$561K	Hold	4,786	–	–	0.44%	54
2024 Q1	$562K	Hold	4,786	–	–	0.42%	58
2023 Q4	$496K	Buy	4,786 +135	+3%	+$12.9K	0.4%	62
2023 Q3	$441K	Buy	4,651 +20	+0.4%	+$1.89K	0.42%	57
2023 Q2	$409K	Buy	4,631 +417	+10%	+$34.9K	0.37%	72
2023 Q1	$349K	Buy	4,214 +1,330	+46%	+$127K	0.34%	79
2022 Q4	$287K	Buy	+2,884	New	+$292K	0.3%	92

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

Cascade Investment Group's PRU Position: Q1 2026 in Review

Cascade Investment Group reduced its Prudential Financial (PRU) stake by 20% in Q1 2026, selling an estimated $98.4K and leaving 3,844 shares worth $376K. The position accounts for 0.25% of the portfolio, ranked #102.

Cascade Investment Group first reported a position in PRU in Q4 2022 and has held it in 14 quarters since. The position peaked at $577K in Q3 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Cascade Investment Group held 3,844 shares of Prudential Financial worth $376K as of Q1 2026.
Cascade Investment Group sold 950 Prudential Financial shares in Q1 2026, an estimated $98.4K.
Prudential Financial made up 0.25% of Cascade Investment Group's portfolio in Q1 2026, its #102 holding.
Cascade Investment Group first reported a position in Prudential Financial in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Prudential Financial position peaked at $577K in Q3 2024.
1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.