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Evolution Wealth Management’s Prudential Financial PRU Stock Holding History

Evolution Wealth Management’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 		$14K Buy
143
+9
+7% +$932 0.01% 471
2025
Q4 		$15.1K Buy
+134
New +$14.4K 0.01% 385
2025
Q3 		– Sell
-71
Closed -$7.63K – 662
2025
Q2 		$7.63K Buy
+71
New +$7.36K 0.01% 386

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

Evolution Wealth Management's PRU Position: Q1 2026 in Review

Evolution Wealth Management increased its Prudential Financial (PRU) stake by 6.7% in Q1 2026, buying an estimated $932 and bringing the position to 143 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #471.

Evolution Wealth Management first reported a position in PRU in Q2 2025 and has held it in 3 quarters since. The position peaked at $15.1K in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Evolution Wealth Management held 143 shares of Prudential Financial worth $14K as of Q1 2026.
  • Evolution Wealth Management bought 9 Prudential Financial shares in Q1 2026, an estimated $932.
  • Prudential Financial made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #471 holding.
  • Evolution Wealth Management first reported a position in Prudential Financial in Q2 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Prudential Financial position peaked at $15.1K in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.