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Estate Planners Group’s Prudential Financial PRU Stock Holding History

Estate Planners Group’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 		– Sell
-426
Closed -$48.1K – 330
2025
Q4 		$48.1K Buy
+426
New +$45.7K 0.02% 142

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Estate Planners Group's PRU Position: Q1 2026 in Review

Estate Planners Group sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 426 shares — an estimated $48.1K sold.

Estate Planners Group first reported a position in PRU in Q4 2025 and held it in 1 quarter. The position peaked at $48.1K in Q4 2025. 1,362 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Estate Planners Group reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 426 Prudential Financial shares in Q1 2026, an estimated $48.1K.
  • Estate Planners Group first reported a position in Prudential Financial in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Prudential Financial position peaked at $48.1K in Q4 2025.
  • 1,362 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.