FCH
PRU icon

Freestone Capital Holdings’s Prudential Financial PRU Stock Holding History

Freestone Capital Holdings’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 		$252K Buy
2,584
+429
+20% +$44.4K 0.01% 474
2025
Q4 		$243K Buy
2,155
+204
+10% +$21.9K 0.01% 475
2025
Q3 		$202K Sell
1,951
-26
-1% -$2.74K 0.01% 507
2025
Q2 		$212K Buy
1,977
+25
+1% +$2.59K 0.01% 418
2025
Q1 		$218K Sell
1,952
-41
-2% -$4.67K 0.01% 406
2024
Q4 		$236K Sell
1,993
-9
-0.4% -$1.11K 0.01% 390
2024
Q3 		$242K Sell
2,002
-8,336
-81% -$985K 0.01% 387
2024
Q2 		$1.21M Buy
10,338
+312
+3% +$36K 0.04% 195
2024
Q1 		$1.18M Buy
10,026
+7,621
+317% +$821K 0.04% 190
2023
Q4 		$249K Sell
2,405
-167
-6% -$16K 0.01% 353
2023
Q3 		$244K Buy
+2,572
New +$243K 0.01% 317
2023
Q1 		– Sell
-2,196
Closed -$218K – 399
2022
Q4 		$218K Sell
2,196
-497
-18% -$50.3K 0.01% 329
2022
Q3 		$231K Sell
2,693
-1,579
-37% -$152K 0.01% 327
2022
Q2 		$409K Sell
4,272
-3,063
-42% -$324K 0.02% 290
2022
Q1 		$867K Sell
7,335
-103
-1% -$11.7K 0.03% 264
2021
Q4 		$805K Buy
7,438
+977
+15% +$106K 0.03% 258
2021
Q3 		$680K Buy
6,461
+223
+4% +$23K 0.03% 252
2021
Q2 		$639K Buy
6,238
+444
+8% +$45.4K 0.03% 256
2021
Q1 		$528K Sell
5,794
-357
-6% -$30.6K 0.03% 268
2020
Q4 		$480K Sell
6,151
-33,917
-85% -$2.45M 0.03% 253
2020
Q3 		$2.55M Buy
40,068
+6,461
+19% +$425K 0.17% 127
2020
Q2 		$2.05K Sell
33,607
-5,754
-15% -$338K 0.02% 159
2020
Q1 		$2.05K Buy
39,361
+1,747
+5% +$139K 0.04% 133
2019
Q4 		$3.53K Sell
37,614
-4,729
-11% -$434K 0.07% 125
2019
Q3 		$3.81K Sell
42,343
-8,990
-18% -$815K 0.09% 108
2019
Q2 		$5.18K Buy
+51,333
New +$5.12M 0.13% 98
2013
Q4 		– Sell
-7,786
Closed -$607K – 366
2013
Q3 		$607K Sell
7,786
-1,443
-16% -$113K 0.11% 200
2013
Q2 		$674K Buy
+9,229
New +$598K 0.14% 140

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

Freestone Capital Holdings's PRU Position: Q1 2026 in Review

Freestone Capital Holdings increased its Prudential Financial (PRU) stake by 20% in Q1 2026, buying an estimated $44.4K and bringing the position to 2,584 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #474.

Freestone Capital Holdings first reported a position in PRU in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.55M in Q3 2020. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Freestone Capital Holdings held 2,584 shares of Prudential Financial worth $252K as of Q1 2026.
  • Freestone Capital Holdings bought 429 Prudential Financial shares in Q1 2026, an estimated $44.4K.
  • Prudential Financial made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #474 holding.
  • Freestone Capital Holdings first reported a position in Prudential Financial in Q2 2013 and has held it in 28 quarters since.
  • Freestone Capital Holdings's Prudential Financial position peaked at $2.55M in Q3 2020.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.