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Evoke Wealth’s Prudential Financial PRU Stock Holding History

Evoke Wealth’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 		$203K Buy
+2,082
New +$216K ﹤0.01% 666
2023
Q1 		– Sell
-2,090
Closed -$208K – 371
2022
Q4 		$208K Buy
2,090
+753
+56% +$76.3K 0.01% 328
2022
Q3 		$115K Sell
1,337
-21
-2% -$2.02K ﹤0.01% 393
2022
Q2 		$130K Buy
1,358
+3
+0.2% +$318 ﹤0.01% 380
2022
Q1 		$160K Buy
1,355
+631
+87% +$71.7K 0.01% 381
2021
Q4 		$78K Hold
724
– – ﹤0.01% 476
2021
Q3 		$76K Hold
724
– – ﹤0.01% 460
2021
Q2 		$74K Hold
724
– – ﹤0.01% 482
2021
Q1 		$66K Hold
724
– – ﹤0.01% 420
2020
Q4 		$57K Sell
724
-489
-40% -$35.3K ﹤0.01% 361
2020
Q3 		$77K Sell
1,213
-27
-2% -$1.77K 0.01% 311
2020
Q2 		$76K Sell
1,240
-39
-3% -$2.29K 0.01% 303
2020
Q1 		$66.7K Buy
1,279
+376
+42% +$29.9K 0.01% 310
2019
Q4 		$84.6K Buy
903
+7
+0.8% +$643 0.01% 341
2019
Q3 		$80.6K Buy
+896
New +$81.2K 0.01% 404

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

Evoke Wealth's PRU Position: Q1 2026 in Review

Evoke Wealth opened a new position in Prudential Financial (PRU) in Q1 2026: 2,082 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Evoke Wealth previously reported a position in PRU as recently as Q4 2022.

Evoke Wealth first reported a position in PRU in Q3 2019 and has held it in 15 quarters since. The position peaked at $208K in Q4 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Evoke Wealth held 2,082 shares of Prudential Financial worth $203K as of Q1 2026.
  • Prudential Financial was a new Evoke Wealth position in Q1 2026.
  • Prudential Financial made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #666 holding.
  • Evoke Wealth first reported a position in Prudential Financial in Q3 2019 and has held it in 15 quarters since.
  • Evoke Wealth's Prudential Financial position peaked at $208K in Q4 2022.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

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