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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
2022
Q2 		– Sell
-3,000
Closed -$1K – 1043
2022
Q1 		$1K Buy
+3,000
New +$341K ﹤0.01% 918

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.