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IEQ Capital’s Prudential Financial PRU Stock Holding History

IEQ Capital’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 		$2.24M Sell
22,924
-5,210
-19% -$540K 0.01% 729
2025
Q4 		$3.18M Buy
28,134
+20,378
+263% +$2.19M 0.01% 653
2025
Q3 		$805K Sell
7,756
-6,973
-47% -$734K ﹤0.01% 1093
2025
Q2 		$1.58M Buy
14,729
+7,264
+97% +$753K 0.01% 714
2025
Q1 		$834K Sell
7,465
-2,146
-22% -$245K 0.01% 808
2024
Q4 		$1.14M Sell
9,611
-11,572
-55% -$1.43M 0.01% 629
2024
Q3 		$2.57M Sell
21,183
-251
-1% -$29.7K 0.03% 322
2024
Q2 		$2.51M Buy
21,434
+2,100
+11% +$242K 0.03% 291
2024
Q1 		$2.27M Buy
19,334
+2,366
+14% +$255K 0.03% 301
2023
Q4 		$1.76M Buy
16,968
+289
+2% +$27.7K 0.03% 313
2023
Q3 		$1.58M Buy
16,679
+1,978
+13% +$187K 0.03% 303
2023
Q2 		$1.3M Sell
14,701
-2,681
-15% -$224K 0.03% 338
2023
Q1 		$1.44M Sell
17,382
-1,221
-7% -$117K 0.03% 308
2022
Q4 		$1.85M Buy
18,603
+2,945
+19% +$298K 0.05% 253
2022
Q3 		$1.34M Buy
15,658
+7,196
+85% +$693K 0.04% 302
2022
Q2 		$810K Sell
8,462
-2,443
-22% -$259K 0.02% 347
2022
Q1 		$1.29M Buy
10,905
+1,532
+16% +$174K 0.03% 279
2021
Q4 		$1.01M Sell
9,373
-876
-9% -$95.1K 0.02% 304
2021
Q3 		$1.08M Buy
10,249
+2,752
+37% +$284K 0.03% 285
2021
Q2 		$768K Buy
7,497
+3,188
+74% +$326K 0.02% 290
2021
Q1 		$393K Buy
+4,309
New +$369K 0.02% 315
2020
Q4 		– Sell
-3,518
Closed -$223K – 351
2020
Q3 		$223K Buy
+3,518
New +$231K 0.01% 348
2020
Q2 		– Sell
-6,075
Closed -$317K – 386
2020
Q1 		$317K Buy
6,075
+2,376
+64% +$189K 0.03% 267
2019
Q4 		$347K Buy
+3,699
New +$340K 0.03% 285

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

IEQ Capital's PRU Position: Q1 2026 in Review

IEQ Capital reduced its Prudential Financial (PRU) stake by 19% in Q1 2026, selling an estimated $540K and leaving 22,924 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #729.

IEQ Capital first reported a position in PRU in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.18M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • IEQ Capital held 22,924 shares of Prudential Financial worth $2.24M as of Q1 2026.
  • IEQ Capital sold 5,210 Prudential Financial shares in Q1 2026, an estimated $540K.
  • Prudential Financial made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #729 holding.
  • IEQ Capital first reported a position in Prudential Financial in Q4 2019 and has held it in 24 quarters since.
  • IEQ Capital's Prudential Financial position peaked at $3.18M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.