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IAG Wealth Partners’s Prudential Financial PRU Stock Holding History

IAG Wealth 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 		$77.9K Buy
798
+46
+6% +$4.76K 0.01% 181
2025
Q4 		$84.9K Buy
752
+6
+0.8% +$643 0.01% 169
2025
Q3 		$77.4K Buy
746
+6
+0.8% +$632 0.01% 179
2025
Q2 		$79.5K Buy
740
+7
+1% +$725 0.01% 172
2025
Q1 		$81.9K Buy
733
+436
+147% +$49.7K 0.01% 158
2024
Q4 		$35.2K Buy
297
+64
+27% +$7.9K 0.01% 220
2024
Q3 		$28.2K Hold
233
– – 0.01% 243
2024
Q2 		$27.3K Hold
233
– – 0.01% 241
2024
Q1 		$27.4K Hold
233
– – 0.01% 215
2023
Q4 		$24.2K Hold
233
– – 0.01% 216
2023
Q3 		$22.1K Hold
233
– – 0.01% 216
2023
Q2 		$20.6K Hold
233
– – 0.01% 238
2023
Q1 		$19.3K Hold
233
– – 0.01% 231
2022
Q4 		$23.2K Hold
233
– – 0.01% 196
2022
Q3 		$20K Hold
233
– – 0.01% 205
2022
Q2 		$22K Sell
233
-2
-0.9% -$212 0.01% 195
2022
Q1 		$28K Hold
235
– – 0.01% 190
2021
Q4 		$25K Hold
235
– – 0.01% 198
2021
Q3 		$25K Hold
235
– – 0.01% 178
2021
Q2 		$25K Hold
235
– – 0.01% 173
2021
Q1 		$22K Buy
235
+2
+0.9% +$171 0.01% 176
2020
Q4 		$19K Sell
233
-179
-43% -$12.9K 0.01% 172
2020
Q3 		$27K Hold
412
– – 0.01% 139
2020
Q2 		$26K Hold
412
– – 0.01% 141
2020
Q1 		$22K Hold
412
– – 0.01% 144
2019
Q4 		$39K Buy
+412
New +$37.8K 0.03% 123

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

IAG Wealth Partners's PRU Position: Q1 2026 in Review

IAG Wealth Partners increased its Prudential Financial (PRU) stake by 6.1% in Q1 2026, buying an estimated $4.76K and bringing the position to 798 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #181.

IAG Wealth Partners first reported a position in PRU in Q4 2019 and has held it in 26 quarters since. The position peaked at $84.9K in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • IAG Wealth Partners held 798 shares of Prudential Financial worth $77.9K as of Q1 2026.
  • IAG Wealth Partners bought 46 Prudential Financial shares in Q1 2026, an estimated $4.76K.
  • Prudential Financial made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #181 holding.
  • IAG Wealth Partners first reported a position in Prudential Financial in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Prudential Financial position peaked at $84.9K in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.