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Equitable Trust’s Prudential Financial PRU Stock Holding History

Equitable Trust’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 		$1.13M Sell
11,570
-107
-0.9% -$11.1K 0.05% 214
2025
Q4 		$1.32M Sell
11,677
-363
-3% -$38.9K 0.06% 203
2025
Q3 		$1.25M Hold
12,040
– – 0.06% 205
2025
Q2 		$1.29M Sell
12,040
-100
-0.8% -$10.4K 0.06% 195
2025
Q1 		$1.36M Sell
12,140
-885
-7% -$101K 0.08% 184
2024
Q4 		$1.54M Hold
13,025
– – 0.09% 167
2024
Q3 		$1.58M Buy
13,025
+20
+0.2% +$2.36K 0.1% 155
2024
Q2 		$1.52M Buy
13,005
+595
+5% +$68.7K 0.1% 149
2024
Q1 		$1.46M Buy
12,410
+1,246
+11% +$134K 0.1% 153
2023
Q4 		$1.16M Hold
11,164
– – 0.09% 159
2023
Q3 		$1.06M Buy
11,164
+809
+8% +$76.5K 0.09% 160
2023
Q2 		$914K Sell
10,355
-26
-0.3% -$2.17K 0.07% 177
2023
Q1 		$859K Sell
10,381
-194
-2% -$18.5K 0.07% 186
2022
Q4 		$1.05M Buy
10,575
+5,702
+117% +$577K 0.08% 170
2022
Q3 		$418K Buy
4,873
+658
+16% +$63.3K 0.03% 276
2022
Q2 		$403K Buy
4,215
+1,215
+41% +$129K 0.03% 281
2022
Q1 		$355K Hold
3,000
– – 0.02% 301
2021
Q4 		$325K Hold
3,000
– – 0.02% 308
2021
Q3 		$316K Sell
3,000
-78
-3% -$8.04K 0.02% 299
2021
Q2 		$315K Buy
3,078
+78
+3% +$7.97K 0.02% 306
2021
Q1 		$273K Hold
3,000
– – 0.02% 307
2020
Q4 		$234K Buy
+3,000
New +$217K 0.02% 324
2020
Q1 		– Sell
-3,000
Closed -$281K – 329
2019
Q4 		$281K Sell
3,000
-600
-17% -$55.1K 0.03% 251
2019
Q3 		$324K Buy
3,600
+600
+20% +$54.4K 0.03% 230
2019
Q2 		$303K Sell
3,000
-15
-0.5% -$1.5K 0.03% 240
2019
Q1 		$277K Sell
3,015
-140
-4% -$12.9K 0.03% 245
2018
Q4 		$257K Hold
3,155
– – 0.03% 236
2018
Q3 		$320K Hold
3,155
– – 0.04% 239
2018
Q2 		$295K Buy
+3,155
New +$319K 0.04% 230

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

Equitable Trust's PRU Position: Q1 2026 in Review

Equitable Trust reduced its Prudential Financial (PRU) stake by 0.92% in Q1 2026, selling an estimated $11.1K and leaving 11,570 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #214.

Equitable Trust first reported a position in PRU in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.58M in Q3 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Equitable Trust held 11,570 shares of Prudential Financial worth $1.13M as of Q1 2026.
  • Equitable Trust sold 107 Prudential Financial shares in Q1 2026, an estimated $11.1K.
  • Prudential Financial made up 0.05% of Equitable Trust's portfolio in Q1 2026, its #214 holding.
  • Equitable Trust first reported a position in Prudential Financial in Q2 2018 and has held it in 29 quarters since.
  • Equitable Trust's Prudential Financial position peaked at $1.58M in Q3 2024.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.