Crestwood Advisors Group’s Prudential Financial PRU Stock Holding History

Crestwood Advisors 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	–	Sell	-2,064	Closed	-$233K	–	793
2025 Q4	$233K	Buy	+2,064	New	+$221K	﹤0.01%	612

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crestwood Advisors Group's PRU Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 2,064 shares — an estimated $233K sold.

Crestwood Advisors Group first reported a position in PRU in Q4 2025 and held it in 1 quarter. The position peaked at $233K in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Crestwood Advisors Group reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
Crestwood Advisors Group sold 2,064 Prudential Financial shares in Q1 2026, an estimated $233K.
Crestwood Advisors Group first reported a position in Prudential Financial in Q4 2025 and held it in 1 quarter.
Crestwood Advisors Group's Prudential Financial position peaked at $233K in Q4 2025.
1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.