IAA
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Independent Advisor Alliance’s Prudential Financial PRU Stock Holding History

Independent Advisor Alliance’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 		$1.41M Sell
14,454
-2,390
-14% -$248K 0.02% 670
2025
Q4 		$1.9M Sell
16,844
-107
-0.6% -$11.5K 0.05% 317
2025
Q3 		$1.76M Buy
16,951
+89
+0.5% +$9.37K 0.05% 324
2025
Q2 		$1.81M Sell
16,862
-1,149
-6% -$119K 0.05% 301
2025
Q1 		$2.01M Sell
18,011
-97
-0.5% -$11.1K 0.07% 253
2024
Q4 		$2.15M Buy
18,108
+1,617
+10% +$200K 0.03% 491
2024
Q3 		$2M Sell
16,491
-2,185
-12% -$258K 0.07% 223
2024
Q2 		$2.19M Buy
18,676
+4,199
+29% +$485K 0.08% 210
2024
Q1 		$1.7M Sell
14,477
-403
-3% -$43.4K 0.06% 240
2023
Q4 		$1.54M Sell
14,880
-1,476
-9% -$142K 0.06% 245
2023
Q3 		$1.55M Sell
16,356
-203
-1% -$19.2K 0.07% 229
2023
Q2 		$1.46M Sell
16,559
-6,736
-29% -$564K 0.06% 254
2023
Q1 		$1.93M Sell
23,295
-1,121
-5% -$107K 0.09% 200
2022
Q4 		$2.43K Sell
24,416
-1,673
-6% -$169K ﹤0.01% 232
2022
Q3 		$2.24M Buy
26,089
+1,523
+6% +$147K 0.13% 150
2022
Q2 		$2.35M Buy
24,566
+3,817
+18% +$404K 0.13% 143
2022
Q1 		$2.45M Buy
20,749
+9,622
+86% +$1.09M 0.12% 154
2021
Q4 		$1.2M Buy
11,127
+229
+2% +$24.9K 0.06% 249
2021
Q3 		$1.15M Sell
10,898
-236
-2% -$24.3K 0.06% 244
2021
Q2 		$1.14M Buy
11,134
+295
+3% +$30.1K 0.06% 252
2021
Q1 		$987K Sell
10,839
-808
-7% -$69.2K 0.06% 262
2020
Q4 		$909K Sell
11,647
-5,087
-30% -$368K 0.06% 230
2020
Q3 		$1.06M Sell
16,734
-760
-4% -$50K 0.08% 174
2020
Q2 		$1.06M Buy
17,494
+2,443
+16% +$143K 0.11% 146
2020
Q1 		$785K Buy
15,051
+4,592
+44% +$365K 0.11% 149
2019
Q4 		$980K Buy
10,459
+1,897
+22% +$174K 0.04% 365
2019
Q3 		$770K Buy
8,562
+1,436
+20% +$130K 0.09% 190
2019
Q2 		$720K Buy
7,126
+2,290
+47% +$228K 0.1% 178
2019
Q1 		$444K Buy
4,836
+1,170
+32% +$108K 0.06% 244
2018
Q4 		$299K Buy
3,666
+559
+18% +$51.5K 0.05% 293
2018
Q3 		$311K Buy
+3,107
New +$306K 0.06% 259

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

Independent Advisor Alliance's PRU Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Prudential Financial (PRU) stake by 14% in Q1 2026, selling an estimated $248K and leaving 14,454 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #670.

Independent Advisor Alliance first reported a position in PRU in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.45M in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Independent Advisor Alliance held 14,454 shares of Prudential Financial worth $1.41M as of Q1 2026.
  • Independent Advisor Alliance sold 2,390 Prudential Financial shares in Q1 2026, an estimated $248K.
  • Prudential Financial made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #670 holding.
  • Independent Advisor Alliance first reported a position in Prudential Financial in Q3 2018 and has held it in 31 quarters since.
  • Independent Advisor Alliance's Prudential Financial position peaked at $2.45M in Q1 2022.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.