International Private Wealth Advisors’s Prudential Financial PRU Stock Holding History

International Private Wealth 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	$417K	Buy	4,273 +534	+14%	+$55.3K	0.26%	88
2025 Q4	$422K	Buy	3,739 +190	+5%	+$20.4K	0.27%	79
2025 Q3	$368K	Sell	3,549 -405	-10%	-$42.6K	0.23%	100
2025 Q2	$425K	Buy	3,954 +736	+23%	+$76.3K	0.36%	75
2025 Q1	$359K	Buy	3,218 +205	+7%	+$23.4K	0.34%	85
2024 Q4	$357K	Buy	3,013 +36	+1%	+$4.44K	0.36%	78
2024 Q3	$360K	Sell	2,977 -167	-5%	-$19.7K	0.53%	58
2024 Q2	$368K	Sell	3,144 -607	-16%	-$70.1K	0.62%	46
2024 Q1	$440K	Buy	3,751 +1,492	+66%	+$161K	0.85%	29
2023 Q4	$234K	Buy	+2,259	New	+$217K	0.23%	78

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

International Private Wealth Advisors's PRU Position: Q1 2026 in Review

International Private Wealth Advisors increased its Prudential Financial (PRU) stake by 14% in Q1 2026, buying an estimated $55.3K and bringing the position to 4,273 shares worth $417K. The position accounts for 0.26% of the portfolio, ranked #88.

International Private Wealth Advisors first reported a position in PRU in Q4 2023 and has held it in 10 quarters since. The position peaked at $440K in Q1 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

International Private Wealth Advisors held 4,273 shares of Prudential Financial worth $417K as of Q1 2026.
International Private Wealth Advisors bought 534 Prudential Financial shares in Q1 2026, an estimated $55.3K.
Prudential Financial made up 0.26% of International Private Wealth Advisors's portfolio in Q1 2026, its #88 holding.
International Private Wealth Advisors first reported a position in Prudential Financial in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's Prudential Financial position peaked at $440K in Q1 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.