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JPL Wealth Management’s Prudential Financial PRU Stock Holding History

JPL Wealth Management’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 		$16.6K Buy
+170
New +$17.6K ﹤0.01% 430
2025
Q4 		– Sell
-118
Closed -$12.2K – 868
2025
Q3 		$12.2K Buy
+118
New +$12.4K ﹤0.01% 504

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

JPL Wealth Management's PRU Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Prudential Financial (PRU) in Q1 2026: 170 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PRU as recently as Q3 2025.

JPL Wealth Management first reported a position in PRU in Q3 2025 and has held it in 2 quarters since. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • JPL Wealth Management held 170 shares of Prudential Financial worth $16.6K as of Q1 2026.
  • Prudential Financial was a new JPL Wealth Management position in Q1 2026.
  • Prudential Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #430 holding.
  • JPL Wealth Management first reported a position in Prudential Financial in Q3 2025 and has held it in 2 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.