Evergreen Capital Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.48M | Sell |
35,588
-644
| -2% | -$66.7K | 0.08% | 241 |
|
|
2025
Q4 | $4.09M | Buy |
36,232
+328
| +0.9% | +$35.2K | 0.09% | 212 |
|
|
2025
Q3 | $3.72M | Buy |
35,904
+1,534
| +4% | +$162K | 0.09% | 206 |
|
|
2025
Q2 | $3.69M | Sell |
34,370
-1,802
| -5% | -$187K | 0.11% | 190 |
|
|
2025
Q1 | $4.04M | Sell |
36,172
-179
| -0.5% | -$20.4K | 0.14% | 172 |
|
|
2024
Q4 | $4.31M | Sell |
36,351
-441
| -1% | -$54.4K | 0.14% | 166 |
|
|
2024
Q3 | $4.46M | Buy |
36,792
+1,300
| +4% | +$154K | 0.15% | 162 |
|
|
2024
Q2 | $4.16M | Sell |
35,492
-6,350
| -15% | -$733K | 0.15% | 158 |
|
|
2024
Q1 | $4.91M | Sell |
41,842
-72,072
| -63% | -$7.77M | 0.19% | 136 |
|
|
2023
Q4 | $11.8M | Sell |
113,914
-12,927
| -10% | -$1.24M | 0.48% | 52 |
|
|
2023
Q3 | $12M | Sell |
126,841
-2,662
| -2% | -$252K | 0.53% | 44 |
|
|
2023
Q2 | $11.4M | Buy |
129,503
+43,195
| +50% | +$3.61M | 0.48% | 50 |
|
|
2023
Q1 | $7.14M | Sell |
86,308
-82,064
| -49% | -$7.83M | 0.32% | 91 |
|
|
2022
Q4 | $16.7M | Buy |
168,372
+74,506
| +79% | +$7.55M | 0.79% | 21 |
|
|
2022
Q3 | $8.05M | Buy |
93,866
+3,234
| +4% | +$311K | 0.42% | 65 |
|
|
2022
Q2 | $8.67M | Sell |
90,632
-277,775
| -75% | -$29.4M | 0.45% | 64 |
|
|
2022
Q1 | $43.5M | Buy |
368,407
+535
| +0.1% | +$60.8K | 1.77% | 5 |
|
|
2021
Q4 | $39.8M | Buy |
367,872
+5,897
| +2% | +$640K | 1.59% | 8 |
|
|
2021
Q3 | $38.1M | Buy |
361,975
+954
| +0.3% | +$98.3K | 1.72% | 8 |
|
|
2021
Q2 | $37M | Buy |
361,021
+1,943
| +0.5% | +$198K | 1.77% | 9 |
|
|
2021
Q1 | $32.7M | Sell |
359,078
-5,038
| -1% | -$431K | 1.68% | 10 |
|
|
2020
Q4 | $28.4M | Buy |
364,116
+3,754
| +1% | +$271K | 1.66% | 8 |
|
|
2020
Q3 | $22.9M | Buy |
360,362
+57,824
| +19% | +$3.8M | 1.58% | 10 |
|
|
2020
Q2 | $18.4M | Buy |
302,538
+267
| +0.1% | +$15.7K | 1.4% | 15 |
|
|
2020
Q1 | $15.8M | Buy |
302,271
+256,306
| +558% | +$20.4M | 1.47% | 15 |
|
|
2019
Q4 | $4.31M | Buy |
45,965
+2,090
| +5% | +$192K | 0.36% | 70 |
|
|
2019
Q3 | $3.95M | Buy |
43,875
+15,616
| +55% | +$1.42M | 0.37% | 69 |
|
|
2019
Q2 | $2.85M | Sell |
28,259
-6,335
| -18% | -$632K | 0.27% | 87 |
|
|
2019
Q1 | $3.18M | Sell |
34,594
-587
| -2% | -$54.1K | 0.32% | 81 |
|
|
2018
Q4 | $2.87M | Buy |
35,181
+33,066
| +1,563% | +$3.05M | 0.3% | 86 |
|
|
2018
Q3 | $214K | Buy |
+2,115
| New | +$208K | 0.02% | 349 |
|
|
2018
Q2 | – | Sell |
-2,959
| Closed | -$306K | – | 392 |
|
|
2018
Q1 | $306K | Buy |
2,959
+622
| +27% | +$70.1K | 0.03% | 259 |
|
|
2017
Q4 | $269K | Buy |
+2,337
| New | +$262K | 0.03% | 202 |
|
Other funds holding PRU
VCM
VPM
Evergreen Capital Management's PRU Position: Q1 2026 in Review
Evergreen Capital Management reduced its Prudential Financial (PRU) stake by 1.8% in Q1 2026, selling an estimated $66.7K and leaving 35,588 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #241.
Evergreen Capital Management first reported a position in PRU in Q4 2017 and has held it in 33 quarters since. The position peaked at $43.5M in Q1 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- Evergreen Capital Management held 35,588 shares of Prudential Financial worth $3.48M as of Q1 2026.
- Evergreen Capital Management sold 644 Prudential Financial shares in Q1 2026, an estimated $66.7K.
- Prudential Financial made up 0.08% of Evergreen Capital Management's portfolio in Q1 2026, its #241 holding.
- Evergreen Capital Management first reported a position in Prudential Financial in Q4 2017 and has held it in 33 quarters since.
- Evergreen Capital Management's Prudential Financial position peaked at $43.5M in Q1 2022.
- 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.