Focus Partners Wealth
PRU icon

Focus Partners Wealth’s Prudential Financial PRU Stock Holding History

Focus Partners Wealth’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 		$13.6M Buy
139,046
+10,909
+9% +$1.13M 0.02% 620
2025
Q4 		$14.5M Buy
128,137
+108,959
+568% +$11.7M 0.02% 575
2025
Q3 		$1.99M Buy
19,178
+2,247
+13% +$237K ﹤0.01% 1013
2025
Q2 		$1.82M Buy
16,931
+342
+2% +$35.4K ﹤0.01% 931
2025
Q1 		$1.85M Sell
16,589
-1,807
-10% -$206K ﹤0.01% 867
2024
Q4 		$2.18M Buy
18,396
+3,111
+20% +$384K 0.01% 806
2024
Q3 		$1.82M Buy
15,285
+361
+2% +$42.7K 0.01% 784
2024
Q2 		$1.75M Buy
14,924
+8,225
+123% +$949K 0.01% 679
2024
Q1 		$786K Buy
6,699
+874
+15% +$94.2K 0.01% 643
2023
Q4 		$604K Buy
+5,825
New +$559K 0.01% 543

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

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

Focus Partners Wealth increased its Prudential Financial (PRU) stake by 8.5% in Q1 2026, buying an estimated $1.13M and bringing the position to 139,046 shares worth $13.6M. The position accounts for 0.02% of the portfolio, ranked #620.

Focus Partners Wealth first reported a position in PRU in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.5M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Focus Partners Wealth held 139,046 shares of Prudential Financial worth $13.6M as of Q1 2026.
  • Focus Partners Wealth bought 10,909 Prudential Financial shares in Q1 2026, an estimated $1.13M.
  • Prudential Financial made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #620 holding.
  • Focus Partners Wealth first reported a position in Prudential Financial in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Prudential Financial position peaked at $14.5M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.