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Fiduciary Alliance’s Prudential Financial PRU Stock Holding History

Fiduciary Alliance’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 		$213K Sell
2,140
-420
-16% -$43.5K 0.01% 520
2025
Q4 		$289K Sell
2,560
-301
-11% -$32.3K 0.02% 427
2025
Q3 		$297K Sell
2,861
-762
-21% -$80.2K 0.02% 418
2025
Q2 		$389K Sell
3,623
-160
-4% -$16.6K 0.03% 351
2025
Q1 		$422K Sell
3,783
-3,444
-48% -$392K 0.04% 279
2024
Q4 		$857K Buy
7,227
+5,278
+271% +$652K 0.09% 175
2024
Q3 		$236K Buy
+1,949
New +$230K 0.03% 229
2023
Q3 		– Sell
-410
Closed -$36.2K – 742
2023
Q2 		$36.2K Buy
+410
New +$34.3K 0.01% 353
2023
Q1 		– Sell
-411
Closed -$40.9K – 679
2022
Q4 		$40.9K Buy
+411
New +$41.6K 0.01% 237

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

Fiduciary Alliance's PRU Position: Q1 2026 in Review

Fiduciary Alliance reduced its Prudential Financial (PRU) stake by 16% in Q1 2026, selling an estimated $43.5K and leaving 2,140 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #520.

Fiduciary Alliance first reported a position in PRU in Q4 2022 and has held it in 9 quarters since. The position peaked at $857K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Fiduciary Alliance held 2,140 shares of Prudential Financial worth $213K as of Q1 2026.
  • Fiduciary Alliance sold 420 Prudential Financial shares in Q1 2026, an estimated $43.5K.
  • Prudential Financial made up 0.01% of Fiduciary Alliance's portfolio in Q1 2026, its #520 holding.
  • Fiduciary Alliance first reported a position in Prudential Financial in Q4 2022 and has held it in 9 quarters since.
  • Fiduciary Alliance's Prudential Financial position peaked at $857K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.