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Coastal Bridge Advisors’s Prudential Financial PRU Stock Holding History

Coastal Bridge Advisors’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 		– Sell
-2,441
Closed -$275K – 473
2025
Q4 		$275K Buy
2,441
+377
+18% +$40.4K 0.02% 380
2025
Q3 		$214K Buy
2,064
+125
+6% +$13.2K 0.02% 422
2025
Q2 		$208K Sell
1,939
-454
-19% -$47K 0.02% 412
2025
Q1 		$267K Buy
+2,393
New +$273K 0.07% 211

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

Coastal Bridge Advisors's PRU Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 2,441 shares — an estimated $275K sold.

Coastal Bridge Advisors first reported a position in PRU in Q1 2025 and held it in 4 quarters. The position peaked at $275K in Q4 2025. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Coastal Bridge Advisors reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Coastal Bridge Advisors sold 2,441 Prudential Financial shares in Q1 2026, an estimated $275K.
  • Coastal Bridge Advisors first reported a position in Prudential Financial in Q1 2025 and held it in 4 quarters.
  • Coastal Bridge Advisors's Prudential Financial position peaked at $275K in Q4 2025.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.