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CSM Advisors’s Prudential Financial PRU Stock Holding History

CSM 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 		$511K Hold
5,230
– – 0.01% 368
2025
Q4 		$590K Hold
5,230
– – 0.02% 362
2025
Q3 		$543K Hold
5,230
– – 0.02% 370
2025
Q2 		$562K Buy
+5,230
New +$542K 0.02% 328

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

CSM Advisors's PRU Position: Q1 2026 in Review

CSM Advisors held its Prudential Financial (PRU) position steady in Q1 2026 at 5,230 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #368.

CSM Advisors first reported a position in PRU in Q2 2025 and has held it in 4 quarters since. The position peaked at $590K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • CSM Advisors held 5,230 shares of Prudential Financial worth $511K as of Q1 2026.
  • CSM Advisors left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #368 holding.
  • CSM Advisors first reported a position in Prudential Financial in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Prudential Financial position peaked at $590K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.