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Financial Consulate’s Prudential Financial PRU Stock Holding History

Financial Consulate’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 		$11.6K Sell
119
-17
-13% -$1.76K ﹤0.01% 611
2025
Q4 		$15.4K Sell
136
-5
-4% -$536 ﹤0.01% 528
2025
Q3 		$14.6K Buy
+141
New +$14.8K ﹤0.01% 505
2019
Q3 		– Sell
-2,060
Closed -$208K – 105
2019
Q2 		$208K Buy
+2,060
New +$205K 0.09% 97
2018
Q1 		– Sell
-1,736
Closed -$200K – 119
2017
Q4 		$200K Buy
+1,736
New +$195K 0.1% 97

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

Financial Consulate's PRU Position: Q1 2026 in Review

Financial Consulate reduced its Prudential Financial (PRU) stake by 13% in Q1 2026, selling an estimated $1.76K and leaving 119 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Financial Consulate first reported a position in PRU in Q4 2017 and has held it in 5 quarters since. The position peaked at $208K in Q2 2019. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Financial Consulate held 119 shares of Prudential Financial worth $11.6K as of Q1 2026.
  • Financial Consulate sold 17 Prudential Financial shares in Q1 2026, an estimated $1.76K.
  • Prudential Financial made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #611 holding.
  • Financial Consulate first reported a position in Prudential Financial in Q4 2017 and has held it in 5 quarters since.
  • Financial Consulate's Prudential Financial position peaked at $208K in Q2 2019.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.