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HB Wealth Management’s Prudential Financial PRU Stock Holding History

HB Wealth Management’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 		$772K Hold
7,900
– – 0.01% 776
2025
Q4 		$892K Hold
7,900
– – 0.01% 672
2025
Q3 		$820K Hold
7,900
– – 0.01% 675
2025
Q2 		$849K Hold
7,900
– – 0.01% 583
2025
Q1 		$882K Buy
+7,900
New +$900K 0.01% 576

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

HB Wealth Management's PRU Position: Q1 2026 in Review

HB Wealth Management reduced its Prudential Financial (PRU) stake by 0.83% in Q1 2026, selling an estimated $26.1K and leaving 30,013 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #343.

HB Wealth Management first reported a position in PRU in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.42M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • HB Wealth Management held 30,013 shares of Prudential Financial worth $2.93M as of Q1 2026.
  • HB Wealth Management sold 252 Prudential Financial shares in Q1 2026, an estimated $26.1K.
  • Prudential Financial made up 0.02% of HB Wealth Management's portfolio in Q1 2026, its #343 holding.
  • HB Wealth Management first reported a position in Prudential Financial in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Prudential Financial position peaked at $3.42M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.