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Gladstone Institutional Advisory’s Prudential Financial PRU Stock Holding History

Gladstone Institutional Advisory’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
-4,984
Closed -$563K – 874
2025
Q4 		$563K Buy
4,984
+44
+0.9% +$4.72K 0.02% 477
2025
Q3 		$512K Buy
4,940
+314
+7% +$33.1K 0.02% 512
2025
Q2 		$497K Sell
4,626
-12
-0.3% -$1.24K 0.02% 494
2025
Q1 		$518K Buy
4,638
+108
+2% +$12.3K 0.02% 459
2024
Q4 		$537K Sell
4,530
-156
-3% -$19.3K 0.02% 458
2024
Q3 		$568K Buy
4,686
+109
+2% +$12.9K 0.03% 421
2024
Q2 		$536K Sell
4,577
-60
-1% -$6.92K 0.03% 413
2024
Q1 		$544K Sell
4,637
-1,421
-23% -$153K 0.03% 395
2023
Q4 		$628K Buy
6,058
+13
+0.2% +$1.25K 0.04% 371
2023
Q3 		$574K Buy
6,045
+950
+19% +$89.9K 0.04% 364
2023
Q2 		$449K Buy
5,095
+281
+6% +$23.5K 0.03% 422
2023
Q1 		$398K Buy
4,814
+651
+16% +$62.1K 0.03% 462
2022
Q4 		$414K Buy
4,163
+395
+10% +$40K 0.03% 437
2022
Q3 		$323K Buy
3,768
+642
+21% +$61.8K 0.03% 480
2022
Q2 		$299K Sell
3,126
-249
-7% -$26.4K 0.02% 508
2022
Q1 		$399K Buy
3,375
+1,493
+79% +$170K 0.03% 477
2021
Q4 		$204K Buy
+1,882
New +$204K 0.02% 563

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

Gladstone Institutional Advisory's PRU Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 4,984 shares — an estimated $563K sold.

Gladstone Institutional Advisory first reported a position in PRU in Q4 2021 and held it in 17 quarters. The position peaked at $628K in Q4 2023. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 4,984 Prudential Financial shares in Q1 2026, an estimated $563K.
  • Gladstone Institutional Advisory first reported a position in Prudential Financial in Q4 2021 and held it in 17 quarters.
  • Gladstone Institutional Advisory's Prudential Financial position peaked at $628K in Q4 2023.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.