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Coordinated Financial Services’s Prudential Financial PRU Stock Holding History

Coordinated Financial 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 		$390K Hold
3,989
– – 0.22% 121
2025
Q4 		$450K Buy
3,989
+856
+27% +$91.8K 0.26% 108
2025
Q3 		$325K Buy
3,133
+47
+2% +$4.95K 0.21% 120
2025
Q2 		$332K Buy
3,086
+249
+9% +$25.8K 0.23% 112
2025
Q1 		$317K Buy
+2,837
New +$323K 0.24% 105

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

Coordinated Financial Services's PRU Position: Q1 2026 in Review

Coordinated Financial Services held its Prudential Financial (PRU) position steady in Q1 2026 at 3,989 shares worth $390K. The position accounts for 0.22% of the portfolio, ranked #121.

Coordinated Financial Services first reported a position in PRU in Q1 2025 and has held it in 5 quarters since. The position peaked at $450K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Coordinated Financial Services held 3,989 shares of Prudential Financial worth $390K as of Q1 2026.
  • Coordinated Financial Services left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up 0.22% of Coordinated Financial Services's portfolio in Q1 2026, its #121 holding.
  • Coordinated Financial Services first reported a position in Prudential Financial in Q1 2025 and has held it in 5 quarters since.
  • Coordinated Financial Services's Prudential Financial position peaked at $450K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.