FWP
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FAS Wealth Partners’s Prudential Financial PRU Stock Holding History

FAS Wealth Partners’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 		$357K Sell
3,659
-544
-13% -$56.3K 0.02% 266
2025
Q4 		$474K Buy
4,203
+527
+14% +$56.5K 0.03% 233
2025
Q3 		$381K Buy
3,676
+39
+1% +$4.11K 0.03% 247
2025
Q2 		$391K Buy
3,637
+36
+1% +$3.73K 0.03% 242
2025
Q1 		$402K Buy
3,601
+48
+1% +$5.47K 0.03% 227
2024
Q4 		$421K Buy
3,553
+36
+1% +$4.44K 0.04% 223
2024
Q3 		$426K Buy
3,517
+163
+5% +$19.3K 0.03% 227
2024
Q2 		$393K Buy
3,354
+45
+1% +$5.19K 0.03% 230
2024
Q1 		$388K Buy
3,309
+11
+0.3% +$1.19K 0.03% 232
2023
Q4 		$342K Sell
3,298
-1,323
-29% -$127K 0.03% 236
2023
Q3 		$439K Sell
4,621
-252
-5% -$23.8K 0.05% 201
2023
Q2 		$430K Buy
4,873
+70
+1% +$5.86K 0.05% 185
2023
Q1 		$397K Buy
4,803
+70
+1% +$6.68K 0.04% 211
2022
Q4 		$471K Buy
4,733
+53
+1% +$5.37K 0.05% 199
2022
Q3 		$401K Buy
4,680
+156
+3% +$15K 0.04% 201
2022
Q2 		$433K Buy
4,524
+156
+4% +$16.5K 0.05% 195
2022
Q1 		$516K Sell
4,368
-97
-2% -$11K 0.05% 187
2021
Q4 		$483K Buy
4,465
+46
+1% +$5K 0.04% 198
2021
Q3 		$465K Buy
4,419
+47
+1% +$4.84K 0.04% 187
2021
Q2 		$448K Buy
4,372
+49
+1% +$5K 0.04% 195
2021
Q1 		$394K Buy
4,323
+517
+14% +$44.3K 0.04% 196
2020
Q4 		$297K Buy
3,806
+140
+4% +$10.1K 0.03% 207
2020
Q3 		$233K Sell
3,666
-4,505
-55% -$296K 0.03% 215
2020
Q2 		$498K Buy
8,171
+418
+5% +$24.5K 0.07% 152
2020
Q1 		$404K Buy
+7,753
New +$616K 0.07% 144

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

FAS Wealth Partners's PRU Position: Q1 2026 in Review

FAS Wealth Partners reduced its Prudential Financial (PRU) stake by 13% in Q1 2026, selling an estimated $56.3K and leaving 3,659 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #266.

FAS Wealth Partners first reported a position in PRU in Q1 2020 and has held it in 25 quarters since. The position peaked at $516K in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • FAS Wealth Partners held 3,659 shares of Prudential Financial worth $357K as of Q1 2026.
  • FAS Wealth Partners sold 544 Prudential Financial shares in Q1 2026, an estimated $56.3K.
  • Prudential Financial made up 0.02% of FAS Wealth Partners's portfolio in Q1 2026, its #266 holding.
  • FAS Wealth Partners first reported a position in Prudential Financial in Q1 2020 and has held it in 25 quarters since.
  • FAS Wealth Partners's Prudential Financial position peaked at $516K in Q1 2022.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.