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Fiduciary Group’s Prudential Financial PRU Stock Holding History

Fiduciary Group’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 		$207K Sell
2,121
-228
-10% -$23.6K 0.02% 290
2025
Q4 		$265K Buy
2,349
+21
+0.9% +$2.25K 0.02% 265
2025
Q3 		$242K Buy
2,328
+2
+0.1% +$211 0.02% 269
2025
Q2 		$250K Hold
2,326
– – 0.02% 259
2025
Q1 		$260K Hold
2,326
– – 0.03% 248
2024
Q4 		$276K Hold
2,326
– – 0.03% 241
2024
Q3 		$282K Hold
2,326
– – 0.03% 240
2024
Q2 		$273K Hold
2,326
– – 0.03% 237
2024
Q1 		$273K Sell
2,326
-200
-8% -$21.6K 0.03% 239
2023
Q4 		$262K Sell
2,526
-300
-11% -$28.8K 0.03% 233
2023
Q3 		$268K Hold
2,826
– – 0.03% 215
2023
Q2 		$249K Sell
2,826
-50
-2% -$4.18K 0.03% 219
2023
Q1 		$238K Buy
2,876
+250
+10% +$23.9K 0.03% 218
2022
Q4 		$261K Hold
2,626
– – 0.03% 205
2022
Q3 		$283K Buy
2,626
+76
+3% +$7.32K 0.04% 201
2022
Q2 		$263K Buy
2,550
+100
+4% +$10.6K 0.03% 211
2022
Q1 		$252K Buy
2,450
+50
+2% +$5.68K 0.03% 204
2021
Q4 		$260K Buy
2,400
+50
+2% +$5.43K 0.03% 210
2021
Q3 		$267K Buy
2,350
+100
+4% +$10.3K 0.03% 210
2021
Q2 		$225K Buy
2,250
+50
+2% +$5.11K 0.03% 222
2021
Q1 		$221K Buy
+2,200
New +$188K 0.03% 215

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 Group's PRU Position: Q1 2026 in Review

Fiduciary Group reduced its Prudential Financial (PRU) stake by 9.7% in Q1 2026, selling an estimated $23.6K and leaving 2,121 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #290.

Fiduciary Group first reported a position in PRU in Q1 2021 and has held it in 21 quarters since. The position peaked at $283K in Q3 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Fiduciary Group held 2,121 shares of Prudential Financial worth $207K as of Q1 2026.
  • Fiduciary Group sold 228 Prudential Financial shares in Q1 2026, an estimated $23.6K.
  • Prudential Financial made up 0.02% of Fiduciary Group's portfolio in Q1 2026, its #290 holding.
  • Fiduciary Group first reported a position in Prudential Financial in Q1 2021 and has held it in 21 quarters since.
  • Fiduciary Group's Prudential Financial position peaked at $283K in Q3 2022.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.