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Ipsen Advisor Group’s Prudential Financial PRU Stock Holding History

Ipsen Advisor Group’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 		$687K Buy
7,030
+592
+9% +$61.3K 0.48% 57
2025
Q4 		$727K Buy
6,438
+13
+0.2% +$1.39K 0.52% 48
2025
Q3 		$667K Buy
6,425
+81
+1% +$8.53K 0.48% 48
2025
Q2 		$682K Buy
6,344
+355
+6% +$36.8K 0.52% 49
2025
Q1 		$669K Buy
5,989
+5
+0.1% +$570 0.58% 41
2024
Q4 		$709K Buy
+5,984
New +$739K 0.61% 38
2022
Q4 		$585K Buy
+5,879
New +$595K 0.67% 35

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

Ipsen Advisor Group's PRU Position: Q1 2026 in Review

Ipsen Advisor Group increased its Prudential Financial (PRU) stake by 9.2% in Q1 2026, buying an estimated $61.3K and bringing the position to 7,030 shares worth $687K. The position accounts for 0.48% of the portfolio, ranked #57.

Ipsen Advisor Group first reported a position in PRU in Q4 2022 and has held it in 7 quarters since. The position peaked at $727K in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Ipsen Advisor Group held 7,030 shares of Prudential Financial worth $687K as of Q1 2026.
  • Ipsen Advisor Group bought 592 Prudential Financial shares in Q1 2026, an estimated $61.3K.
  • Prudential Financial made up 0.48% of Ipsen Advisor Group's portfolio in Q1 2026, its #57 holding.
  • Ipsen Advisor Group first reported a position in Prudential Financial in Q4 2022 and has held it in 7 quarters since.
  • Ipsen Advisor Group's Prudential Financial position peaked at $727K in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.