IFG Advisory’s Prudential Financial PRU Stock Holding History

IFG Advisory’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	$8.69K	Sell	89 -1,850	-95%	-$192K	0.02%	265
2025 Q4	$219K	Sell	1,939 -268	-12%	-$28.7K	0.01%	710
2025 Q3	$229K	Buy	2,207 +163	+8%	+$17.2K	0.01%	714
2025 Q2	$220K	Buy	2,044 +95	+5%	+$9.84K	0.01%	693
2025 Q1	$218K	Sell	1,949 -106	-5%	-$12.1K	0.01%	639
2024 Q4	$244K	Buy	+2,055	New	+$254K	0.01%	585
2024 Q3	–	Sell	-2,076	Closed	-$243K	–	554
2024 Q2	$243K	Buy	+2,076	New	+$240K	0.02%	554
2024 Q1	–	Sell	-2,111	Closed	-$219K	–	519
2023 Q4	$219K	Sell	2,111 -628	-23%	-$60.2K	0.02%	541
2023 Q3	$260K	Buy	+2,739	New	+$259K	0.02%	466
2019 Q4	–	Sell	-2,601	Closed	-$233K	–	419
2019 Q3	$233K	Sell	2,601 -142	-5%	-$12.9K	0.05%	356
2019 Q2	$277K	Buy	2,743 +113	+4%	+$11.3K	0.05%	288
2019 Q1	$241K	Buy	+2,630	New	+$242K	0.05%	298

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IFG Advisory's PRU Position: Q1 2026 in Review

IFG Advisory reduced its Prudential Financial (PRU) stake by 95% in Q1 2026, selling an estimated $192K and leaving 89 shares worth $8.69K. The position accounts for 0.02% of the portfolio, ranked #265.

IFG Advisory first reported a position in PRU in Q1 2019 and has held it in 12 quarters since. The position peaked at $277K in Q2 2019. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

IFG Advisory held 89 shares of Prudential Financial worth $8.69K as of Q1 2026.
IFG Advisory sold 1,850 Prudential Financial shares in Q1 2026, an estimated $192K.
Prudential Financial made up 0.02% of IFG Advisory's portfolio in Q1 2026, its #265 holding.
IFG Advisory first reported a position in Prudential Financial in Q1 2019 and has held it in 12 quarters since.
IFG Advisory's Prudential Financial position peaked at $277K in Q2 2019.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.