IFS Advisors’s Prudential Financial PRU Stock Holding History

IFS 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	$1.17K	Hold	12	–	–	﹤0.01%	190
2025 Q4	$1.35K	Hold	12	–	–	﹤0.01%	166
2025 Q3	$1.24K	Hold	12	–	–	﹤0.01%	157
2025 Q2	$1.29K	Hold	12	–	–	﹤0.01%	148
2025 Q1	$1.34K	Hold	12	–	–	﹤0.01%	171
2024 Q4	$1.42K	Hold	12	–	–	﹤0.01%	158
2024 Q3	$1.45K	Hold	12	–	–	﹤0.01%	128
2024 Q2	$1.41K	Hold	12	–	–	﹤0.01%	125
2024 Q1	$1.41K	Hold	12	–	–	﹤0.01%	124
2023 Q4	$1.24K	Hold	12	–	–	﹤0.01%	123
2023 Q3	$1.14K	Hold	12	–	–	﹤0.01%	120
2023 Q2	$1.06K	Hold	12	–	–	﹤0.01%	121
2023 Q1	$992	Hold	12	–	–	﹤0.01%	97
2022 Q4	$1.19K	Hold	12	–	–	﹤0.01%	103
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	98
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	97
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	105
2021 Q4	$1K	Buy	+12	New	+$1.3K	﹤0.01%	113
2021 Q1	–	Sell	-73	Closed	-$5K	–	117
2020 Q4	$5K	Buy	+73	New	+$5.28K	﹤0.01%	127

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

IFS Advisors's PRU Position: Q1 2026 in Review

IFS Advisors held its Prudential Financial (PRU) position steady in Q1 2026 at 12 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

IFS Advisors first reported a position in PRU in Q4 2020 and has held it in 19 quarters since. The position peaked at $5K in Q4 2020. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

IFS Advisors held 12 shares of Prudential Financial worth $1.17K as of Q1 2026.
IFS Advisors left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #190 holding.
IFS Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Prudential Financial position peaked at $5K in Q4 2020.
1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.