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DHJJ Financial Advisors’s Prudential Financial PRU Stock Holding History

DHJJ Financial 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 		$14.2K Hold
145
– – ﹤0.01% 577
2025
Q4 		$16.4K Hold
145
– – 0.01% 519
2025
Q3 		$15K Hold
145
– – 0.01% 519
2025
Q2 		$15.6K Hold
145
– – 0.01% 501
2025
Q1 		$16.2K Hold
145
– – 0.01% 454
2024
Q4 		$17.2K Sell
145
-89
-38% -$11K 0.01% 438
2024
Q3 		$28.3K Hold
234
– – 0.01% 382
2024
Q2 		$27.4K Hold
234
– – 0.01% 352
2024
Q1 		$27.5K Hold
234
– – 0.01% 335
2023
Q4 		$24.3K Hold
234
– – 0.01% 344
2023
Q3 		$22.2K Buy
+234
New +$22.1K 0.01% 346

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

DHJJ Financial Advisors's PRU Position: Q1 2026 in Review

DHJJ Financial Advisors held its Prudential Financial (PRU) position steady in Q1 2026 at 145 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

DHJJ Financial Advisors first reported a position in PRU in Q3 2023 and has held it in 11 quarters since. The position peaked at $28.3K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • DHJJ Financial Advisors held 145 shares of Prudential Financial worth $14.2K as of Q1 2026.
  • DHJJ Financial Advisors left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #577 holding.
  • DHJJ Financial Advisors first reported a position in Prudential Financial in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Prudential Financial position peaked at $28.3K in Q3 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.