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Daymark Wealth Partners’s Prudential Financial PRU Stock Holding History

Daymark Wealth Partners’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 		$343K Buy
3,509
+403
+13% +$41.7K 0.01% 534
2025
Q4 		$351K Buy
3,106
+111
+4% +$11.9K 0.01% 462
2025
Q3 		$311K Buy
2,995
+325
+12% +$34.2K 0.01% 472
2025
Q2 		$287K Sell
2,670
-73
-3% -$7.56K 0.01% 454
2025
Q1 		$306K Buy
2,743
+69
+3% +$7.86K 0.01% 413
2024
Q4 		$317K Buy
2,674
+58
+2% +$7.16K 0.01% 401
2024
Q3 		$317K Buy
2,616
+97
+4% +$11.5K 0.01% 411
2024
Q2 		$295K Buy
+2,519
New +$291K 0.01% 402

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

Daymark Wealth Partners's PRU Position: Q1 2026 in Review

Daymark Wealth Partners increased its Prudential Financial (PRU) stake by 13% in Q1 2026, buying an estimated $41.7K and bringing the position to 3,509 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #534.

Daymark Wealth Partners first reported a position in PRU in Q2 2024 and has held it in 8 quarters since. The position peaked at $351K in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Daymark Wealth Partners held 3,509 shares of Prudential Financial worth $343K as of Q1 2026.
  • Daymark Wealth Partners bought 403 Prudential Financial shares in Q1 2026, an estimated $41.7K.
  • Prudential Financial made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #534 holding.
  • Daymark Wealth Partners first reported a position in Prudential Financial in Q2 2024 and has held it in 8 quarters since.
  • Daymark Wealth Partners's Prudential Financial position peaked at $351K in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.