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Concord Wealth Partners’s Prudential Financial PRU Stock Holding History

Concord Wealth Partners’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
-222
Closed -$25K – 639
2025
Q4 		$25K Sell
222
-39
-15% -$4.18K ﹤0.01% 419
2025
Q3 		$27K Sell
261
-15
-5% -$1.58K ﹤0.01% 418
2025
Q2 		$29.7K Sell
276
-16
-5% -$1.66K ﹤0.01% 410
2025
Q1 		$32.6K Sell
292
-196
-40% -$22.3K 0.01% 379
2024
Q4 		$57.8K Sell
488
-30
-6% -$3.7K 0.01% 308
2024
Q3 		$62.7K Sell
518
-15
-3% -$1.77K 0.01% 306
2024
Q2 		$62.5K Sell
533
-124
-19% -$14.3K 0.01% 286
2024
Q1 		$77.2K Sell
657
-258
-28% -$27.8K 0.01% 295
2023
Q4 		$94.9K Sell
915
-84
-8% -$8.06K 0.02% 280
2023
Q3 		$94.8K Buy
999
+74
+8% +$7K 0.02% 290
2023
Q2 		$81.6K Buy
925
+307
+50% +$25.7K 0.02% 298
2023
Q1 		$51.1K Sell
618
-1,433
-70% -$137K 0.01% 348
2022
Q4 		$204K Sell
2,051
-688
-25% -$69.7K 0.06% 161
2022
Q3 		$235K Sell
2,739
-255
-9% -$24.5K 0.07% 140
2022
Q2 		$286K Buy
2,994
+510
+21% +$54K 0.08% 133
2022
Q1 		$294K Buy
2,484
+301
+14% +$34.2K 0.08% 139
2021
Q4 		$236K Buy
2,183
+1,716
+367% +$186K 0.06% 167
2021
Q3 		$49K Sell
467
-1,489
-76% -$153K 0.02% 222
2021
Q2 		$200K Buy
1,956
+1,007
+106% +$103K 0.06% 133
2021
Q1 		$86K Buy
949
+933
+5,831% +$79.9K 0.03% 240
2020
Q4 		$1K Buy
+16
New +$1.16K ﹤0.01% 647

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

Concord Wealth Partners's PRU Position: Q1 2026 in Review

Concord Wealth Partners sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 222 shares — an estimated $25K sold.

Concord Wealth Partners first reported a position in PRU in Q4 2020 and held it in 21 quarters. The position peaked at $294K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Concord Wealth Partners reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 222 Prudential Financial shares in Q1 2026, an estimated $25K.
  • Concord Wealth Partners first reported a position in Prudential Financial in Q4 2020 and held it in 21 quarters.
  • Concord Wealth Partners's Prudential Financial position peaked at $294K in Q1 2022.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.