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Cornerstone Wealth Group’s Prudential Financial PRU Stock Holding History

Cornerstone Wealth Group’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 		$8.34M Buy
86,476
+14,632
+20% +$1.52M 0.54% 49
2025
Q4 		$8.11M Buy
71,844
+1,918
+3% +$206K 0.55% 49
2025
Q3 		$7.25M Buy
69,926
+865
+1% +$91.1K 0.49% 54
2025
Q2 		$7.42M Buy
69,061
+1,929
+3% +$200K 0.56% 50
2025
Q1 		$7.5M Buy
67,132
+8,695
+15% +$991K 0.62% 48
2024
Q4 		$6.93M Buy
58,437
+2,331
+4% +$288K 0.57% 42
2024
Q3 		$6.79M Buy
56,106
+481
+0.9% +$56.9K 0.56% 46
2024
Q2 		$6.52M Buy
55,625
+456
+0.8% +$52.6K 0.58% 43
2024
Q1 		$6.48M Buy
55,169
+1,596
+3% +$172K 0.6% 46
2023
Q4 		$5.56M Buy
53,573
+8,811
+20% +$845K 0.8% 30
2023
Q3 		$4.25M Sell
44,762
-1,516
-3% -$143K 0.75% 38
2023
Q2 		$4.08M Buy
46,278
+1,290
+3% +$108K 0.74% 50
2023
Q1 		$3.72M Buy
44,988
+888
+2% +$84.8K 0.66% 55
2022
Q4 		$4.39M Buy
44,100
+1,007
+2% +$102K 0.83% 38
2022
Q3 		$3.7M Buy
43,093
+2,155
+5% +$207K 0.82% 45
2022
Q2 		$3.92M Buy
40,938
+3,587
+10% +$380K 0.82% 42
2022
Q1 		$4.41M Buy
37,351
+117
+0.3% +$13.3K 0.81% 37
2021
Q4 		$4.03M Sell
37,234
-564
-1% -$61.3K 0.69% 46
2021
Q3 		$3.98M Buy
37,798
+421
+1% +$43.4K 0.7% 40
2021
Q2 		$3.58M Sell
37,377
-181
-0.5% -$18.5K 0.73% 38
2021
Q1 		$3.68M Sell
37,558
-1,111
-3% -$95.1K 0.75% 37
2020
Q4 		$3.02M Sell
38,669
-1,635
-4% -$118K 0.74% 36
2020
Q3 		$2.56M Buy
+40,304
New +$2.65M 0.7% 45

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

Cornerstone Wealth Group's PRU Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Prudential Financial (PRU) stake by 20% in Q1 2026, buying an estimated $1.52M and bringing the position to 86,476 shares worth $8.34M. The position accounts for 0.54% of the portfolio, ranked #49.

Cornerstone Wealth Group first reported a position in PRU in Q3 2020 and has held it in 23 quarters since. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Cornerstone Wealth Group held 86,476 shares of Prudential Financial worth $8.34M as of Q1 2026.
  • Cornerstone Wealth Group bought 14,632 Prudential Financial shares in Q1 2026, an estimated $1.52M.
  • Prudential Financial made up 0.54% of Cornerstone Wealth Group's portfolio in Q1 2026, its #49 holding.
  • Cornerstone Wealth Group first reported a position in Prudential Financial in Q3 2020 and has held it in 23 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.