First Business Financial Services’s Prudential Financial PRU Stock Holding History

First Business Financial Services’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	$2.74M	Buy	28,046 +2,905	+12%	+$301K	0.24%	47
2025 Q4	$2.84M	Buy	25,141 +7,986	+47%	+$856K	0.26%	40
2025 Q3	$1.78M	Sell	17,155 -2,233	-12%	-$235K	0.16%	58
2025 Q2	$2.08M	Sell	19,388 -368	-2%	-$38.1K	0.19%	53
2025 Q1	$2.21M	Buy	19,756 +1,228	+7%	+$140K	0.22%	51
2024 Q4	$2.2M	Buy	18,528 +1,142	+7%	+$141K	0.22%	48
2024 Q3	$2.11M	Buy	17,386 +812	+5%	+$96K	0.21%	46
2024 Q2	$1.94M	Buy	16,574 +90	+0.5%	+$10.4K	0.21%	45
2024 Q1	$1.94M	Buy	16,484 +77	+0.5%	+$8.3K	0.21%	44
2023 Q4	$1.7M	Sell	16,407 -856	-5%	-$82.1K	0.2%	48
2023 Q3	$1.64M	Sell	17,263 -82	-0.5%	-$7.76K	0.21%	50
2023 Q2	$1.53M	Sell	17,345 -48	-0.3%	-$4.02K	0.19%	55
2023 Q1	$1.44M	Buy	17,393 +944	+6%	+$90.1K	0.18%	53
2022 Q4	$1.64M	Buy	16,449 +157	+1%	+$15.9K	0.22%	42
2022 Q3	$1.4M	Buy	16,292 +664	+4%	+$63.9K	0.2%	47
2022 Q2	$1.5M	Buy	+15,628	New	+$1.65M	0.2%	42
2019 Q4	–	Sell	-2,810	Closed	-$253K	–	135
2019 Q3	$253K	Buy	+2,810	New	+$255K	0.04%	105

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Business Financial Services's PRU Position: Q1 2026 in Review

First Business Financial Services increased its Prudential Financial (PRU) stake by 12% in Q1 2026, buying an estimated $301K and bringing the position to 28,046 shares worth $2.74M. The position accounts for 0.24% of the portfolio, ranked #47.

First Business Financial Services first reported a position in PRU in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.84M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

First Business Financial Services held 28,046 shares of Prudential Financial worth $2.74M as of Q1 2026.
First Business Financial Services bought 2,905 Prudential Financial shares in Q1 2026, an estimated $301K.
Prudential Financial made up 0.24% of First Business Financial Services's portfolio in Q1 2026, its #47 holding.
First Business Financial Services first reported a position in Prudential Financial in Q3 2019 and has held it in 17 quarters since.
First Business Financial Services's Prudential Financial position peaked at $2.84M in Q4 2025.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.