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Concurrent Investment Advisors’s Prudential Financial PRU Stock Holding History

Concurrent Investment 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 		$1.49M Sell
15,288
-1,703
-10% -$176K 0.02% 715
2025
Q4 		$1.92M Buy
16,991
+3,025
+22% +$324K 0.02% 593
2025
Q3 		$1.45M Buy
13,966
+519
+4% +$54.6K 0.02% 550
2025
Q2 		$1.44M Sell
13,447
-1,069
-7% -$111K 0.03% 509
2025
Q1 		$1.62M Buy
14,516
+1,151
+9% +$131K 0.04% 412
2024
Q4 		$1.58M Sell
13,365
-9,612
-42% -$1.19M 0.04% 378
2024
Q3 		$2.78M Buy
22,977
+1,733
+8% +$205K 0.08% 235
2024
Q2 		$2.49M Sell
21,244
-3,032
-12% -$350K 0.08% 232
2024
Q1 		$2.85M Buy
24,276
+543
+2% +$58.5K 0.11% 186
2023
Q4 		$2.46M Buy
+23,733
New +$2.28M 0.12% 193

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

Concurrent Investment Advisors's PRU Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Prudential Financial (PRU) stake by 10% in Q1 2026, selling an estimated $176K and leaving 15,288 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #715.

Concurrent Investment Advisors first reported a position in PRU in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.85M in Q1 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Concurrent Investment Advisors held 15,288 shares of Prudential Financial worth $1.49M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,703 Prudential Financial shares in Q1 2026, an estimated $176K.
  • Prudential Financial made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #715 holding.
  • Concurrent Investment Advisors first reported a position in Prudential Financial in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Prudential Financial position peaked at $2.85M in Q1 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.