Cassaday & Co Wealth Management’s Prudential Financial PRU Stock Holding History

Cassaday & Co 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	$65.1K	Buy	+666	New	+$69K	﹤0.01%	559

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

Cassaday & Co Wealth Management's PRU Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Prudential Financial (PRU) in Q1 2026: 666 shares worth $65.1K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings.

1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Cassaday & Co Wealth Management held 666 shares of Prudential Financial worth $65.1K as of Q1 2026.
Prudential Financial was a new Cassaday & Co Wealth Management position in Q1 2026.
Prudential Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #559 holding.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.