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Focused Wealth Management’s Prudential Financial PRU Stock Holding History

Focused Wealth Management’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 		– Sell
-1,844
Closed -$208K – 256
2025
Q4 		$208K Buy
+1,844
New +$198K 0.02% 180
2024
Q1 		– Sell
-537
Closed -$55.7K – 760
2023
Q4 		$55.7K Buy
537
+1
+0.2% +$96 0.01% 290
2023
Q3 		$50.9K Buy
536
+2
+0.4% +$189 0.01% 289
2023
Q2 		$47.1K Buy
534
+1
+0.2% +$84 0.01% 313
2023
Q1 		$44.1K Buy
533
+2
+0.4% +$191 0.01% 326
2022
Q4 		$52.8K Buy
531
+2
+0.4% +$203 0.01% 302
2022
Q3 		$45K Buy
529
+60
+13% +$5.78K 0.01% 294
2022
Q2 		$45K Buy
469
+2
+0.4% +$212 0.01% 300
2022
Q1 		$55K Sell
467
-1,324
-74% -$151K 0.01% 299
2021
Q4 		$194K Buy
1,791
+1,326
+285% +$144K 0.03% 172
2021
Q3 		$49K Buy
465
+1
+0.2% +$103 0.01% 386
2021
Q2 		$48K Sell
464
-98
-17% -$10K 0.01% 380
2021
Q1 		$51K Sell
562
-1,524
-73% -$130K 0.01% 370
2020
Q4 		$163K Sell
2,086
-274
-12% -$19.8K 0.03% 173
2020
Q3 		$150K Buy
2,360
+2
+0.1% +$131 0.03% 168
2020
Q2 		$144K Sell
2,358
-11
-0.5% -$646 0.03% 168
2020
Q1 		$124K Buy
2,369
+29
+1% +$2.31K 0.04% 167
2019
Q4 		$219K Buy
2,340
+1
+0% +$92 0.05% 136
2019
Q3 		$210K Buy
2,339
+56
+2% +$5.08K 0.06% 131
2019
Q2 		$230K Buy
2,283
+36
+2% +$3.59K 0.06% 125
2019
Q1 		$206K Sell
2,247
-53
-2% -$4.89K 0.06% 131
2018
Q4 		$188K Buy
2,300
+1
+0% +$92 0.06% 143
2018
Q3 		$233K Buy
2,299
+1
+0% +$99 0.08% 128
2018
Q2 		$215K Buy
2,298
+1
+0% +$101 0.07% 142
2018
Q1 		$238K Sell
2,297
-47
-2% -$5.3K 0.08% 130
2017
Q4 		$269K Buy
2,344
+851
+57% +$95.5K 0.09% 117
2017
Q3 		$159K Sell
1,493
-1,725
-54% -$184K 0.05% 133
2017
Q2 		$348K Buy
3,218
+319
+11% +$33.9K 0.13% 98
2017
Q1 		$309K Buy
2,899
+149
+5% +$16.1K 0.12% 104
2016
Q4 		$286K Buy
2,750
+1,801
+190% +$171K 0.12% 103
2016
Q3 		$77K Buy
949
+1
+0.1% +$77 0.03% 227
2016
Q2 		$68K Sell
948
-59
-6% -$4.45K 0.03% 234
2016
Q1 		$73K Buy
1,007
+1
+0.1% +$70 0.04% 161
2015
Q4 		$82K Buy
1,006
+1
+0.1% +$83 0.05% 167
2015
Q3 		$77K Hold
1,005
– – 0.05% 163
2015
Q2 		$88K Buy
1,005
+801
+393% +$68K 0.05% 151
2015
Q1 		$16K Sell
204
-39
-16% -$3.16K 0.01% 353
2014
Q4 		$22K Buy
243
+1
+0.4% +$86 0.02% 291
2014
Q3 		$21K Hold
242
– – 0.02% 306
2014
Q2 		$21K Hold
242
– – 0.02% 303
2014
Q1 		$20K Buy
242
+1
+0.4% +$86 0.02% 286
2013
Q4 		$22K Buy
241
+28
+13% +$2.39K 0.02% 277
2013
Q3 		$17K Buy
+213
New +$16.7K 0.02% 303

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

Focused Wealth Management's PRU Position: Q1 2026 in Review

Focused Wealth Management sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,844 shares — an estimated $208K sold.

Focused Wealth Management first reported a position in PRU in Q3 2013 and held it in 43 quarters. The position peaked at $348K in Q2 2017. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Focused Wealth Management reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Focused Wealth Management sold 1,844 Prudential Financial shares in Q1 2026, an estimated $208K.
  • Focused Wealth Management first reported a position in Prudential Financial in Q3 2013 and held it in 43 quarters.
  • Focused Wealth Management's Prudential Financial position peaked at $348K in Q2 2017.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.