E&G Advisors’s Prudential Financial PRU Stock Holding History

E&G 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	$640K	Sell	6,555 -100	-2%	-$10.4K	0.14%	115
2025 Q4	$751K	Sell	6,655 -200	-3%	-$21.4K	0.17%	101
2025 Q3	$711K	Buy	6,855 +5	+0.1%	+$526	0.17%	109
2025 Q2	$736K	Sell	6,850 -100	-1%	-$10.4K	0.19%	99
2025 Q1	$776K	Hold	6,950	–	–	0.22%	91
2024 Q4	$824K	Hold	6,950	–	–	0.22%	89
2024 Q3	$842K	Hold	6,950	–	–	0.23%	89
2024 Q2	$814K	Sell	6,950 -1,000	-13%	-$115K	0.24%	86
2024 Q1	$933K	Hold	7,950	–	–	0.29%	74
2023 Q4	$824K	Hold	7,950	–	–	0.29%	72
2023 Q3	$754K	Hold	7,950	–	–	0.28%	81
2023 Q2	$701K	Sell	7,950 -150	-2%	-$12.6K	0.25%	88
2023 Q1	$670K	Hold	8,100	–	–	0.25%	89
2022 Q4	$806K	Hold	8,100	–	–	0.3%	80
2022 Q3	$695K	Sell	8,100 -200	-2%	-$19.3K	0.26%	83
2022 Q2	$794K	Hold	8,300	–	–	0.27%	79
2022 Q1	$981K	Hold	8,300	–	–	0.27%	78
2021 Q4	$898K	Sell	8,300 -100	-1%	-$10.9K	0.22%	85
2021 Q3	$884K	Buy	+8,400	New	+$866K	0.24%	83
2021 Q2	–	Sell	-8,400	Closed	-$858K	–	86
2021 Q1	$765K	Hold	8,400	–	–	0.22%	90
2020 Q4	$656K	Sell	8,400 -300	-3%	-$21.7K	0.2%	91
2020 Q3	$553K	Hold	8,700	–	–	0.19%	96
2020 Q2	$530K	Sell	8,700 -200	-2%	-$11.7K	0.2%	93
2020 Q1	$464K	Sell	8,900 -2,300	-21%	-$183K	0.23%	87
2019 Q4	$1.05M	Sell	11,200 -200	-2%	-$18.4K	0.39%	64
2019 Q3	$1.02M	Hold	11,400	–	–	0.41%	60
2019 Q2	$1.15M	Sell	11,400 -200	-2%	-$19.9K	0.49%	48
2019 Q1	$1.07M	Sell	11,600 -2,400	-17%	-$221K	0.47%	50
2018 Q4	$1.14M	Buy	14,000 +2,300	+20%	+$212K	0.52%	49
2018 Q3	$1.19M	Buy	11,700 +600	+5%	+$59.1K	0.45%	52
2018 Q2	$1.04M	Buy	11,100 +2,800	+34%	+$283K	0.43%	55
2018 Q1	$859K	Buy	8,300 +3,500	+73%	+$394K	0.37%	67
2017 Q4	$552K	Hold	4,800	–	–	0.23%	93
2017 Q3	$510K	Buy	4,800 +800	+20%	+$85.5K	0.23%	91
2017 Q2	$433K	Hold	4,000	–	–	0.21%	102
2017 Q1	$427K	Hold	4,000	–	–	0.22%	98
2016 Q4	$416K	Sell	4,000 -4,700	-54%	-$446K	0.25%	85
2016 Q3	$710K	Sell	8,700 -3,000	-26%	-$230K	0.42%	59
2016 Q2	$835K	Buy	+11,700	New	+$883K	0.51%	52

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

E&G Advisors's PRU Position: Q1 2026 in Review

E&G Advisors reduced its Prudential Financial (PRU) stake by 1.5% in Q1 2026, selling an estimated $10.4K and leaving 6,555 shares worth $640K. The position accounts for 0.14% of the portfolio, ranked #115.

E&G Advisors first reported a position in PRU in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.19M in Q3 2018. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

E&G Advisors held 6,555 shares of Prudential Financial worth $640K as of Q1 2026.
E&G Advisors sold 100 Prudential Financial shares in Q1 2026, an estimated $10.4K.
Prudential Financial made up 0.14% of E&G Advisors's portfolio in Q1 2026, its #115 holding.
E&G Advisors first reported a position in Prudential Financial in Q2 2016 and has held it in 39 quarters since.
E&G Advisors's Prudential Financial position peaked at $1.19M in Q3 2018.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.