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Dean Investment Associates’s Prudential Financial PRU Stock Holding History

Dean Investment Associates’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 		$3.61M Sell
36,905
-2,127
-5% -$220K 0.51% 103
2025
Q4 		$4.41M Sell
39,032
-1,888
-5% -$202K 0.63% 64
2025
Q3 		$4.25M Sell
40,920
-815
-2% -$85.8K 0.6% 61
2025
Q2 		$4.48M Buy
41,735
+847
+2% +$87.8K 0.66% 45
2025
Q1 		$4.57M Sell
40,888
-4,498
-10% -$513K 0.67% 36
2024
Q4 		$5.38M Sell
45,386
-526
-1% -$64.9K 0.77% 29
2024
Q3 		$5.56M Sell
45,912
-1,634
-3% -$193K 0.75% 30
2024
Q2 		$5.57M Sell
47,546
-1,251
-3% -$144K 0.79% 30
2024
Q1 		$5.73M Sell
48,797
-554
-1% -$59.7K 0.79% 32
2023
Q4 		$5.12M Sell
49,351
-1,168
-2% -$112K 0.73% 42
2023
Q3 		$4.79M Sell
50,519
-274
-0.5% -$25.9K 0.79% 35
2023
Q2 		$4.48M Buy
50,793
+110
+0.2% +$9.2K 0.73% 43
2023
Q1 		$4.19M Buy
50,683
+7,545
+17% +$720K 0.67% 52
2022
Q4 		$4.29M Buy
43,138
+8,416
+24% +$852K 0.73% 50
2022
Q3 		$2.98M Buy
34,722
+720
+2% +$69.3K 0.61% 61
2022
Q2 		$3.25M Buy
34,002
+199
+0.6% +$21.1K 0.63% 52
2022
Q1 		$4M Sell
33,803
-3,480
-9% -$396K 0.72% 38
2021
Q4 		$4.04M Buy
37,283
+70
+0.2% +$7.6K 0.71% 38
2021
Q3 		$3.92M Buy
37,213
+827
+2% +$85.2K 0.74% 33
2021
Q2 		$3.73M Buy
36,386
+719
+2% +$73.4K 0.69% 37
2021
Q1 		$3.25M Buy
35,667
+6,686
+23% +$572K 0.61% 48
2020
Q4 		$2.26M Sell
28,981
-2,093
-7% -$151K 0.47% 78
2020
Q3 		$1.97M Sell
31,074
-414
-1% -$27.2K 0.47% 86
2020
Q2 		$1.92M Buy
31,488
+1,531
+5% +$89.9K 0.46% 92
2020
Q1 		$1.56M Sell
29,957
-368
-1% -$29.2K 0.33% 126
2019
Q4 		$2.84M Sell
30,325
-366
-1% -$33.6K 0.44% 107
2019
Q3 		$2.76M Buy
30,691
+5,619
+22% +$509K 0.41% 118
2019
Q2 		$2.53M Buy
25,072
+765
+3% +$76.3K 0.36% 125
2019
Q1 		$2.23M Buy
24,307
+9,211
+61% +$849K 0.32% 126
2018
Q4 		$1.23M Buy
15,096
+1,935
+15% +$178K 0.2% 139
2018
Q3 		$1.33M Sell
13,161
-3,400
-21% -$335K 0.19% 137
2018
Q2 		$1.55M Sell
16,561
-484
-3% -$48.9K 0.23% 134
2018
Q1 		$1.76M Buy
17,045
+4,225
+33% +$476K 0.26% 128
2017
Q4 		$1.47M Buy
12,820
+363
+3% +$40.8K 0.23% 140
2017
Q3 		$1.32M Buy
12,457
+148
+1% +$15.8K 0.2% 135
2017
Q2 		$1.33M Buy
12,309
+1,075
+10% +$114K 0.2% 131
2017
Q1 		$1.2M Buy
11,234
+862
+8% +$93K 0.2% 124
2016
Q4 		$1.08M Buy
10,372
+1,149
+12% +$109K 0.18% 129
2016
Q3 		$753K Buy
9,223
+544
+6% +$41.7K 0.14% 138
2016
Q2 		$619K Buy
+8,679
New +$655K 0.12% 147

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

Dean Investment Associates's PRU Position: Q1 2026 in Review

Dean Investment Associates reduced its Prudential Financial (PRU) stake by 5.4% in Q1 2026, selling an estimated $220K and leaving 36,905 shares worth $3.61M. The position accounts for 0.51% of the portfolio, ranked #103.

Dean Investment Associates first reported a position in PRU in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.73M in Q1 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Dean Investment Associates held 36,905 shares of Prudential Financial worth $3.61M as of Q1 2026.
  • Dean Investment Associates sold 2,127 Prudential Financial shares in Q1 2026, an estimated $220K.
  • Prudential Financial made up 0.51% of Dean Investment Associates's portfolio in Q1 2026, its #103 holding.
  • Dean Investment Associates first reported a position in Prudential Financial in Q2 2016 and has held it in 40 quarters since.
  • Dean Investment Associates's Prudential Financial position peaked at $5.73M in Q1 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.