Journey Strategic Wealth’s Prudential Financial PRU Stock Holding History

Journey Strategic Wealth’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	$756K	Sell	7,744 -1,950	-20%	-$202K	0.02%	245
2025 Q4	$1.09M	Buy	9,694 +32	+0.3%	+$3.43K	0.03%	164
2025 Q3	$1M	Sell	9,662 -789	-8%	-$83.1K	0.03%	168
2025 Q2	$1.12M	Sell	10,451 -37	-0.4%	-$3.83K	0.04%	147
2025 Q1	$1.17M	Buy	10,488 +3,755	+56%	+$428K	0.04%	117
2024 Q4	$798K	Buy	6,733 +2,859	+74%	+$353K	0.03%	151
2024 Q3	$469K	Buy	3,874 +331	+9%	+$39.1K	0.02%	228
2024 Q2	$415K	Buy	3,543 +880	+33%	+$102K	0.02%	193
2024 Q1	$313K	Buy	2,663 +195	+8%	+$21K	0.01%	180
2023 Q4	$256K	Buy	+2,468	New	+$237K	0.01%	161
2023 Q2	–	Sell	-3,355	Closed	-$278K	–	254
2023 Q1	$278K	Buy	3,355 +649	+24%	+$61.9K	0.03%	168
2022 Q4	$269K	Buy	+2,706	New	+$274K	0.03%	157

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

Journey Strategic Wealth's PRU Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Prudential Financial (PRU) stake by 20% in Q1 2026, selling an estimated $202K and leaving 7,744 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #245.

Journey Strategic Wealth first reported a position in PRU in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.17M in Q1 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Journey Strategic Wealth held 7,744 shares of Prudential Financial worth $756K as of Q1 2026.
Journey Strategic Wealth sold 1,950 Prudential Financial shares in Q1 2026, an estimated $202K.
Prudential Financial made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #245 holding.
Journey Strategic Wealth first reported a position in Prudential Financial in Q4 2022 and has held it in 12 quarters since.
Journey Strategic Wealth's Prudential Financial position peaked at $1.17M in Q1 2025.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.