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Everett Harris & Co’s Prudential Financial PRU Stock Holding History

Everett Harris & Co’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
-1,777
Closed -$201K – 342
2025
Q4 		$201K Buy
+1,777
New +$191K ﹤0.01% 321
2025
Q1 		– Sell
-2,645
Closed -$314K – 325
2024
Q4 		$314K Buy
+2,645
New +$327K ﹤0.01% 241

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

Everett Harris & Co's PRU Position: Q1 2026 in Review

Everett Harris & Co sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,777 shares — an estimated $201K sold.

Everett Harris & Co first reported a position in PRU in Q4 2024 and held it in 2 quarters. The position peaked at $314K in Q4 2024. 1,365 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Everett Harris & Co reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Everett Harris & Co sold 1,777 Prudential Financial shares in Q1 2026, an estimated $201K.
  • Everett Harris & Co first reported a position in Prudential Financial in Q4 2024 and held it in 2 quarters.
  • Everett Harris & Co's Prudential Financial position peaked at $314K in Q4 2024.
  • 1,365 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.