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CBIZ Investment Advisory Services’s Prudential Financial PRU Stock Holding History

CBIZ Investment Advisory Services’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 		$2.73K Sell
28
-81
-74% -$8.39K ﹤0.01% 297
2025
Q4 		$12.3K Sell
109
-12
-10% -$1.29K ﹤0.01% 346
2025
Q3 		$12.6K Buy
121
+12
+11% +$1.26K ﹤0.01% 316
2025
Q2 		$11.7K Sell
109
-10
-8% -$1.04K ﹤0.01% 327
2025
Q1 		$13.3K Buy
+119
New +$13.6K ﹤0.01% 287

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

CBIZ Investment Advisory Services's PRU Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Prudential Financial (PRU) stake by 74% in Q1 2026, selling an estimated $8.39K and leaving 28 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

CBIZ Investment Advisory Services first reported a position in PRU in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.3K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • CBIZ Investment Advisory Services held 28 shares of Prudential Financial worth $2.73K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 81 Prudential Financial shares in Q1 2026, an estimated $8.39K.
  • Prudential Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #297 holding.
  • CBIZ Investment Advisory Services first reported a position in Prudential Financial in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Prudential Financial position peaked at $13.3K in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.