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Integrated Wealth Concepts’s Prudential Financial PRU Stock Holding History

Integrated Wealth Concepts’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 		$1.63M Buy
16,677
+7,604
+84% +$788K 0.01% 848
2025
Q4 		$1.02M Sell
9,073
-4,510
-33% -$484K 0.01% 761
2025
Q3 		$1.41M Sell
13,583
-855
-6% -$90K 0.01% 822
2025
Q2 		$1.55M Sell
14,438
-32
-0.2% -$3.32K 0.02% 722
2025
Q1 		$1.62M Sell
14,470
-1,586
-10% -$181K 0.02% 636
2024
Q4 		$1.9M Sell
16,056
-1,032
-6% -$127K 0.02% 578
2024
Q3 		$2.07M Sell
17,088
-4,568
-21% -$540K 0.03% 537
2024
Q2 		$2.54M Buy
21,656
+3,375
+18% +$390K 0.03% 441
2024
Q1 		$2.15M Sell
18,281
-2,081
-10% -$224K 0.03% 499
2023
Q4 		$2.11M Sell
20,362
-28,921
-59% -$2.77M 0.03% 460
2023
Q3 		$4.68M Sell
49,283
-1,055
-2% -$99.8K 0.08% 235
2023
Q2 		$4.44M Buy
50,338
+3,139
+7% +$263K 0.08% 253
2023
Q1 		$3.9M Buy
47,199
+43,090
+1,049% +$4.11M 0.08% 234
2022
Q4 		$409K Sell
4,109
-703
-15% -$71.2K 0.01% 716
2022
Q3 		$413K Sell
4,812
-97
-2% -$9.34K 0.01% 649
2022
Q2 		$470K Sell
4,909
-195
-4% -$20.6K 0.01% 616
2022
Q1 		$603K Buy
5,104
+394
+8% +$44.8K 0.02% 532
2021
Q4 		$510K Sell
4,710
-1,104
-19% -$120K 0.02% 612
2021
Q3 		$612K Buy
5,814
+1,731
+42% +$178K 0.02% 532
2021
Q2 		$418K Sell
4,083
-2,361
-37% -$241K 0.01% 569
2021
Q1 		$587K Buy
6,444
+2,073
+47% +$177K 0.02% 439
2020
Q4 		$341K Buy
4,371
+108
+3% +$7.8K 0.02% 496
2020
Q3 		$271K Sell
4,263
-211
-5% -$13.9K 0.02% 475
2020
Q2 		$272K Sell
4,474
-1,826
-29% -$107K 0.02% 427
2020
Q1 		$329K Sell
6,300
-1,024
-14% -$81.4K 0.03% 292
2019
Q4 		$687K Buy
7,324
+4,552
+164% +$418K 0.06% 216
2019
Q3 		$249K Buy
2,772
+316
+13% +$28.6K 0.03% 351
2019
Q2 		$248K Sell
2,456
-113
-4% -$11.3K 0.03% 315
2019
Q1 		$236K Buy
2,569
+59
+2% +$5.44K 0.04% 286
2018
Q4 		$205K Buy
+2,510
New +$231K 0.06% 249

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

Integrated Wealth Concepts's PRU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Prudential Financial (PRU) stake by 84% in Q1 2026, buying an estimated $788K and bringing the position to 16,677 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #848.

Integrated Wealth Concepts first reported a position in PRU in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.68M in Q3 2023. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Integrated Wealth Concepts held 16,677 shares of Prudential Financial worth $1.63M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,604 Prudential Financial shares in Q1 2026, an estimated $788K.
  • Prudential Financial made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #848 holding.
  • Integrated Wealth Concepts first reported a position in Prudential Financial in Q4 2018 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's Prudential Financial position peaked at $4.68M in Q3 2023.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.