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GoalVest Advisory’s Prudential Financial PRU Stock Holding History

GoalVest 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
-193
Closed -$21.8K – 528
2025
Q4 		$21.8K Buy
193
+158
+451% +$16.9K ﹤0.01% 342
2025
Q3 		$3.63K Hold
35
– – ﹤0.01% 376
2025
Q2 		$3.76K Buy
+35
New +$3.63K ﹤0.01% 336
2023
Q1 		– Sell
-125
Closed -$12.4K – 289
2022
Q4 		$12.4K Buy
+125
New +$12.7K 0.01% 177
2021
Q2 		$4K Buy
+38
New +$3.88K ﹤0.01% 223

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

GoalVest Advisory's PRU Position: Q1 2026 in Review

GoalVest Advisory sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 193 shares — an estimated $21.8K sold.

GoalVest Advisory first reported a position in PRU in Q2 2021 and held it in 5 quarters. The position peaked at $21.8K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • GoalVest Advisory reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 193 Prudential Financial shares in Q1 2026, an estimated $21.8K.
  • GoalVest Advisory first reported a position in Prudential Financial in Q2 2021 and held it in 5 quarters.
  • GoalVest Advisory's Prudential Financial position peaked at $21.8K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.