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Evergreen Wealth Solutions’s Prudential Financial PRU Stock Holding History

Evergreen Wealth Solutions’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 		$591K Buy
6,048
+1,337
+28% +$138K 0.04% 227
2025
Q4 		$532K Buy
4,711
+1,517
+47% +$163K 0.07% 118
2025
Q3 		$331K Sell
3,194
-408
-11% -$43K 0.19% 85
2025
Q2 		$387K Sell
3,602
-325
-8% -$33.7K 0.23% 78
2025
Q1 		$439K Sell
3,927
-635
-14% -$72.4K 0.3% 61
2024
Q4 		$541K Buy
4,562
+295
+7% +$36.4K 0.38% 50
2024
Q3 		$517K Sell
4,267
-1,299
-23% -$154K 0.35% 54
2024
Q2 		$652K Sell
5,566
-1,258
-18% -$145K 0.46% 44
2024
Q1 		$801K Sell
6,824
-1,850
-21% -$199K 0.59% 41
2023
Q4 		$900K Sell
8,674
-992
-10% -$95.2K 0.77% 34
2023
Q3 		$917K Sell
9,666
-285
-3% -$27K 0.93% 31
2023
Q2 		$878K Buy
9,951
+63
+0.6% +$5.27K 0.89% 36
2023
Q1 		$818K Sell
9,888
-1,334
-12% -$127K 0.95% 37
2022
Q4 		$1.12M Sell
11,222
-213
-2% -$21.6K 1.47% 23
2022
Q3 		$981K Sell
11,435
-789
-6% -$76K 1.39% 27
2022
Q2 		$1.17M Sell
12,224
-378
-3% -$40K 1.44% 21
2022
Q1 		$1.49M Sell
12,602
-45
-0.4% -$5.12K 1.44% 18
2021
Q4 		$1.37M Buy
+12,647
New +$1.37M 1.24% 22

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

Evergreen Wealth Solutions's PRU Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Prudential Financial (PRU) stake by 28% in Q1 2026, buying an estimated $138K and bringing the position to 6,048 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #227.

Evergreen Wealth Solutions first reported a position in PRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.49M in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Evergreen Wealth Solutions held 6,048 shares of Prudential Financial worth $591K as of Q1 2026.
  • Evergreen Wealth Solutions bought 1,337 Prudential Financial shares in Q1 2026, an estimated $138K.
  • Prudential Financial made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #227 holding.
  • Evergreen Wealth Solutions first reported a position in Prudential Financial in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's Prudential Financial position peaked at $1.49M in Q1 2022.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.