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Hohimer Wealth Management’s Prudential Financial PRU Stock Holding History

Hohimer 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 		$257K Buy
2,633
+338
+15% +$35K 0.03% 254
2025
Q4 		$259K Sell
2,295
-130
-5% -$13.9K 0.03% 237
2025
Q3 		$252K Sell
2,425
-5
-0.2% -$526 0.04% 240
2025
Q2 		$261K Hold
2,430
– – 0.05% 195
2025
Q1 		$271K Hold
2,430
– – 0.05% 202
2024
Q4 		$288K Hold
2,430
– – 0.05% 184
2024
Q3 		$294K Hold
2,430
– – 0.06% 171
2024
Q2 		$285K Hold
2,430
– – 0.07% 190
2024
Q1 		$285K Sell
2,430
-276
-10% -$29.7K 0.07% 202
2023
Q4 		$281K Hold
2,706
– – 0.07% 175
2023
Q3 		$257K Hold
2,706
– – 0.07% 173
2023
Q2 		$239K Sell
2,706
-158
-6% -$13.2K 0.07% 174
2023
Q1 		$237K Hold
2,864
– – 0.07% 170
2022
Q4 		$285K Hold
2,864
– – 0.09% 137
2022
Q3 		$246K Hold
2,864
– – 0.08% 155
2022
Q2 		$274K Sell
2,864
-211
-7% -$22.3K 0.08% 160
2022
Q1 		$363K Buy
3,075
+1
+0% +$114 0.07% 161
2021
Q4 		$333K Sell
3,074
-3,602
-54% -$391K 0.07% 160
2021
Q3 		$702K Sell
6,676
-143
-2% -$14.7K 0.15% 133
2021
Q2 		$699K Sell
6,819
-41,684
-86% -$4.26M 0.14% 135
2021
Q1 		$4.42M Buy
48,503
+826
+2% +$70.7K 1.08% 24
2020
Q4 		$3.72M Sell
47,677
-704
-1% -$50.9K 0.99% 24
2020
Q3 		$3.17M Sell
48,381
-992
-2% -$65.2K 0.9% 28
2020
Q2 		$3.01M Sell
49,373
-4,508
-8% -$265K 1.04% 21
2020
Q1 		$3.19M Buy
53,881
+38,060
+241% +$3.02M 1.35% 13
2019
Q4 		$1.48M Buy
+15,821
New +$1.45M 0.52% 90

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

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

Hohimer Wealth Management increased its Prudential Financial (PRU) stake by 15% in Q1 2026, buying an estimated $35K and bringing the position to 2,633 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #254.

Hohimer Wealth Management first reported a position in PRU in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.42M in Q1 2021. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Hohimer Wealth Management held 2,633 shares of Prudential Financial worth $257K as of Q1 2026.
  • Hohimer Wealth Management bought 338 Prudential Financial shares in Q1 2026, an estimated $35K.
  • Prudential Financial made up 0.03% of Hohimer Wealth Management's portfolio in Q1 2026, its #254 holding.
  • Hohimer Wealth Management first reported a position in Prudential Financial in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's Prudential Financial position peaked at $4.42M in Q1 2021.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.