Intelligent Financial Strategies’s Prudential Financial PRU Stock Holding History

Intelligent Financial Strategies’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	$9.28K	Hold	95	–	–	﹤0.01%	60
2025 Q4	$10.7K	Hold	95	–	–	0.01%	69
2025 Q3	$9.86K	Hold	95	–	–	﹤0.01%	71
2025 Q2	$10.2K	Hold	95	–	–	0.01%	82
2025 Q1	$10.6K	Hold	95	–	–	0.01%	78
2024 Q4	$11.3K	Hold	95	–	–	0.01%	78
2024 Q3	$11.5K	Hold	95	–	–	0.01%	80
2024 Q2	$11.1K	Hold	95	–	–	0.01%	80
2024 Q1	$11.2K	Hold	95	–	–	0.01%	84
2023 Q4	$9.85K	Hold	95	–	–	0.01%	77
2023 Q3	$9.02K	Hold	95	–	–	0.01%	88
2023 Q2	$8.38K	Hold	95	–	–	0.01%	88
2023 Q1	$7.86K	Hold	95	–	–	0.01%	91
2022 Q4	$9.45K	Buy	+95	New	+$9.62K	0.01%	94

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

Intelligent Financial Strategies's PRU Position: Q1 2026 in Review

Intelligent Financial Strategies held its Prudential Financial (PRU) position steady in Q1 2026 at 95 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #60.

Intelligent Financial Strategies first reported a position in PRU in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.5K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Intelligent Financial Strategies held 95 shares of Prudential Financial worth $9.28K as of Q1 2026.
Intelligent Financial Strategies left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up ﹤0.01% of Intelligent Financial Strategies's portfolio in Q1 2026, its #60 holding.
Intelligent Financial Strategies first reported a position in Prudential Financial in Q4 2022 and has held it in 14 quarters since.
Intelligent Financial Strategies's Prudential Financial position peaked at $11.5K in Q3 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.