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Herold Advisors’s Prudential Financial PRU Stock Holding History

Herold 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 		$228K Sell
2,331
-250
-10% -$25.9K 0.05% 239
2025
Q4 		$291K Sell
2,581
-149
-5% -$16K 0.07% 209
2025
Q3 		$283K Sell
2,730
-205
-7% -$21.6K 0.07% 208
2025
Q2 		$315K Buy
2,935
+1
+0% +$104 0.07% 231
2025
Q1 		$328K Hold
2,934
– – 0.07% 209
2024
Q4 		$348K Hold
2,934
– – 0.08% 206
2024
Q3 		$355K Hold
2,934
– – 0.08% 212
2024
Q2 		$344K Sell
2,934
-250
-8% -$28.9K 0.08% 211
2024
Q1 		$374K Hold
3,184
– – 0.09% 201
2023
Q4 		$330K Sell
3,184
-497
-14% -$47.7K 0.09% 194
2023
Q3 		$349K Buy
3,681
+300
+9% +$28.4K 0.11% 189
2023
Q2 		$298K Sell
3,381
-100
-3% -$8.37K 0.09% 200
2023
Q1 		$288K Hold
3,481
– – 0.1% 188
2022
Q4 		$346K Buy
3,481
+1
+0% +$101 0.15% 142
2022
Q3 		$298K Sell
3,480
-210
-6% -$20.2K 0.14% 149
2022
Q2 		$353K Hold
3,690
– – 0.16% 145
2022
Q1 		$436K Buy
3,690
+200
+6% +$22.7K 0.16% 138
2021
Q4 		$377K Sell
3,490
-200
-5% -$21.7K 0.15% 147
2021
Q3 		$388K Buy
+3,690
New +$380K 0.15% 145

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

Herold Advisors's PRU Position: Q1 2026 in Review

Herold Advisors reduced its Prudential Financial (PRU) stake by 9.7% in Q1 2026, selling an estimated $25.9K and leaving 2,331 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #239.

Herold Advisors first reported a position in PRU in Q3 2021 and has held it in 19 quarters since. The position peaked at $436K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Herold Advisors held 2,331 shares of Prudential Financial worth $228K as of Q1 2026.
  • Herold Advisors sold 250 Prudential Financial shares in Q1 2026, an estimated $25.9K.
  • Prudential Financial made up 0.05% of Herold Advisors's portfolio in Q1 2026, its #239 holding.
  • Herold Advisors first reported a position in Prudential Financial in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Prudential Financial position peaked at $436K in Q1 2022.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.