Colonial Trust Advisors’s Prudential Financial PRU Stock Holding History

Colonial Trust 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	$19.5K	Hold	200	–	–	﹤0.01%	451
2025 Q4	$22.6K	Hold	200	–	–	﹤0.01%	431
2025 Q3	$20.7K	Hold	200	–	–	﹤0.01%	421
2025 Q2	$21.5K	Sell	200 -64	-24%	-$6.63K	﹤0.01%	438
2025 Q1	$29.5K	Sell	264 -50	-16%	-$5.7K	﹤0.01%	398
2024 Q4	$37.2K	Hold	314	–	–	﹤0.01%	349
2024 Q3	$38K	Hold	314	–	–	﹤0.01%	366
2024 Q2	$36.8K	Sell	314 -7	-2%	-$808	﹤0.01%	359
2024 Q1	$37.7K	Hold	321	–	–	﹤0.01%	367
2023 Q4	$33.3K	Hold	321	–	–	﹤0.01%	363
2023 Q3	$30.5K	Hold	321	–	–	﹤0.01%	378
2023 Q2	$28.3K	Sell	321 -17	-5%	-$1.42K	﹤0.01%	397
2023 Q1	$28K	Buy	338 +7	+2%	+$668	﹤0.01%	395
2022 Q4	$32.9K	Buy	+331	New	+$33.5K	﹤0.01%	378

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

Colonial Trust Advisors's PRU Position: Q1 2026 in Review

Colonial Trust Advisors held its Prudential Financial (PRU) position steady in Q1 2026 at 200 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Colonial Trust Advisors first reported a position in PRU in Q4 2022 and has held it in 14 quarters since. The position peaked at $38K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Colonial Trust Advisors held 200 shares of Prudential Financial worth $19.5K as of Q1 2026.
Colonial Trust Advisors left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #451 holding.
Colonial Trust Advisors first reported a position in Prudential Financial in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Prudential Financial position peaked at $38K in Q3 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.