FRG Family Wealth Advisors’s Prudential Financial PRU Stock Holding History

FRG Family Wealth Advisors’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	$699K	Hold	7,160	–	–	0.11%	100
2025 Q4	$808K	Sell	7,160 -890	-11%	-$95.4K	0.13%	96
2025 Q3	$835K	Buy	8,050 +70	+0.9%	+$7.37K	0.13%	96
2025 Q2	$857K	Hold	7,980	–	–	0.15%	89
2025 Q1	$891K	Hold	7,980	–	–	0.17%	85
2024 Q4	$946K	Hold	7,980	–	–	0.17%	82
2024 Q3	$966K	Sell	7,980 -875	-10%	-$103K	0.17%	86
2024 Q2	$948K	Hold	8,855	–	–	0.18%	81
2024 Q1	$978K	Hold	8,855	–	–	0.19%	78
2023 Q4	$918K	Sell	8,855 -220	-2%	-$21.1K	0.19%	78
2023 Q3	$861K	Sell	9,075 -2,650	-23%	-$251K	0.19%	81
2023 Q2	$1.03M	Sell	11,725 -4,675	-29%	-$391K	0.23%	73
2023 Q1	$1.36M	Sell	16,400 -925	-5%	-$88.3K	0.31%	62
2022 Q4	$1.72M	Sell	17,325 -200	-1%	-$20.3K	0.41%	46
2022 Q3	$1.5M	Hold	17,525	–	–	0.37%	52
2022 Q2	$1.68M	Buy	17,525 +1,885	+12%	+$200K	0.39%	49
2022 Q1	$1.85M	Buy	15,640 +430	+3%	+$48.9K	0.36%	49
2021 Q4	$1.65M	Sell	15,210 -65	-0.4%	-$7.06K	0.31%	56
2021 Q3	$1.61M	Sell	15,275 -1,315	-8%	-$136K	0.32%	53
2021 Q2	$1.7M	Hold	16,590	–	–	0.32%	54
2021 Q1	$1.51M	Buy	16,590 +4,150	+33%	+$355K	0.31%	56
2020 Q4	$971K	Sell	12,440 -11,430	-48%	-$826K	0.21%	72
2020 Q3	$1.52M	Sell	23,870 -1,830	-7%	-$120K	0.37%	52
2020 Q2	$1.56M	Sell	25,700 -340	-1%	-$20K	0.41%	48
2020 Q1	$1.36M	Sell	26,040 -2,775	-10%	-$221K	0.41%	49
2019 Q4	$2.7M	Sell	28,815 -8,640	-23%	-$793K	0.65%	43
2019 Q3	$3.37M	Sell	37,455 -1,810	-5%	-$164K	0.87%	34
2019 Q2	$3.97M	Buy	39,265 +1,605	+4%	+$160K	1.04%	31
2019 Q1	$3.46M	Buy	37,660 +2,340	+7%	+$216K	0.98%	31
2018 Q4	$2.88M	Sell	35,320 -995	-3%	-$91.7K	0.94%	34
2018 Q3	$3.68M	Buy	36,315 +4,195	+13%	+$414K	1.01%	28
2018 Q2	$3M	Buy	32,120 +4,160	+15%	+$420K	0.9%	34
2018 Q1	$2.9M	Buy	27,960 +655	+2%	+$73.8K	0.96%	34
2017 Q4	$3.14M	Buy	27,305 +1,360	+5%	+$153K	1.01%	33
2017 Q3	$2.76M	Buy	25,945 +825	+3%	+$88.2K	0.95%	36
2017 Q2	$2.72M	Buy	25,120 +775	+3%	+$82.3K	1%	33
2017 Q1	$2.61M	Hold	24,345	–	–	1.02%	34
2016 Q4	$2.53M	Buy	24,345 +250	+1%	+$23.7K	1.06%	31
2016 Q3	$1.97M	Buy	24,095 +4,710	+24%	+$361K	0.89%	42
2016 Q2	$1.38M	Buy	19,385 +400	+2%	+$30.2K	0.63%	54
2016 Q1	$1.39M	Sell	18,985 -1,740	-8%	-$121K	0.67%	50
2015 Q4	$1.69M	Buy	+20,725	New	+$1.71M	0.82%	43

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

FRG Family Wealth Advisors's PRU Position: Q1 2026 in Review

FRG Family Wealth Advisors held its Prudential Financial (PRU) position steady in Q1 2026 at 7,160 shares worth $699K. The position accounts for 0.11% of the portfolio, ranked #100.

FRG Family Wealth Advisors first reported a position in PRU in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.97M in Q2 2019. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

FRG Family Wealth Advisors held 7,160 shares of Prudential Financial worth $699K as of Q1 2026.
FRG Family Wealth Advisors left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up 0.11% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #100 holding.
FRG Family Wealth Advisors first reported a position in Prudential Financial in Q4 2015 and has held it in 42 quarters since.
FRG Family Wealth Advisors's Prudential Financial position peaked at $3.97M in Q2 2019.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.