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Crestmont Private Wealth’s Prudential Financial PRU Stock Holding History

Crestmont Private Wealth’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 		$277K Sell
2,831
-1
-0% -$104 0.09% 87
2025
Q4 		$320K Buy
2,832
+186
+7% +$19.9K 0.1% 67
2025
Q3 		$274K Buy
2,646
+290
+12% +$30.5K 0.09% 70
2025
Q2 		$253K Sell
2,356
-22
-0.9% -$2.28K 0.09% 67
2025
Q1 		$266K Buy
2,378
+283
+14% +$32.2K 0.12% 60
2024
Q4 		$248K Sell
2,095
-416
-17% -$51.4K 0.11% 59
2024
Q3 		$304K Buy
2,511
+46
+2% +$5.44K 0.13% 57
2024
Q2 		$289K Buy
+2,465
New +$284K 0.14% 56

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

Crestmont Private Wealth's PRU Position: Q1 2026 in Review

Crestmont Private Wealth reduced its Prudential Financial (PRU) stake by 0.04% in Q1 2026, selling an estimated $104 and leaving 2,831 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #87.

Crestmont Private Wealth first reported a position in PRU in Q2 2024 and has held it in 8 quarters since. The position peaked at $320K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Crestmont Private Wealth held 2,831 shares of Prudential Financial worth $277K as of Q1 2026.
  • Crestmont Private Wealth sold 1 Prudential Financial share in Q1 2026, an estimated $104.
  • Prudential Financial made up 0.09% of Crestmont Private Wealth's portfolio in Q1 2026, its #87 holding.
  • Crestmont Private Wealth first reported a position in Prudential Financial in Q2 2024 and has held it in 8 quarters since.
  • Crestmont Private Wealth's Prudential Financial position peaked at $320K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.