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Golden State Equity Partners’s Prudential Financial PRU Stock Holding History

Golden State Equity Partners’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 		$429K Buy
4,395
+2,062
+88% +$214K 0.03% 489
2025
Q4 		$263K Buy
+2,333
New +$250K 0.04% 421
2025
Q2 		– Sell
-1,875
Closed -$209K – 466
2025
Q1 		$209K Buy
1,875
+7
+0.4% +$798 0.04% 402
2024
Q4 		$221K Buy
1,868
+1,772
+1,846% +$219K 0.04% 392
2024
Q3 		$11.6K Sell
96
-1,672
-95% -$198K 0.01% 564
2024
Q2 		$207K Buy
+1,768
New +$204K 0.04% 379
2023
Q4 		$244K Sell
2,354
-91
-4% -$8.73K 0.06% 315
2023
Q3 		$232K Sell
2,445
-760
-24% -$71.9K 0.06% 294
2023
Q2 		$283K Buy
+3,205
New +$268K 0.08% 291

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

Golden State Equity Partners's PRU Position: Q1 2026 in Review

Golden State Equity Partners increased its Prudential Financial (PRU) stake by 88% in Q1 2026, buying an estimated $214K and bringing the position to 4,395 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #489.

Golden State Equity Partners first reported a position in PRU in Q2 2023 and has held it in 9 quarters since. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Golden State Equity Partners held 4,395 shares of Prudential Financial worth $429K as of Q1 2026.
  • Golden State Equity Partners bought 2,062 Prudential Financial shares in Q1 2026, an estimated $214K.
  • Prudential Financial made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #489 holding.
  • Golden State Equity Partners first reported a position in Prudential Financial in Q2 2023 and has held it in 9 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.