KAS
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Kestra Advisory Services’s Prudential Financial PRU Stock Holding History

Kestra Advisory Services’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 		$7M Buy
71,642
+22,107
+45% +$2.29M 0.03% 622
2025
Q4 		$5.59M Buy
49,535
+1,904
+4% +$204K 0.02% 672
2025
Q3 		$4.94M Sell
47,631
-460
-1% -$48.4K 0.02% 688
2025
Q2 		$5.17M Buy
48,091
+495
+1% +$51.3K 0.03% 624
2025
Q1 		$5.32M Buy
47,596
+826
+2% +$94.1K 0.03% 555
2024
Q4 		$5.54M Sell
46,770
-3,992
-8% -$493K 0.03% 533
2024
Q3 		$6.15M Sell
50,762
-4,707
-8% -$556K 0.03% 526
2024
Q2 		$6.16M Buy
55,469
+8,785
+19% +$1.01M 0.03% 519
2024
Q1 		$5.48M Buy
46,684
+1,707
+4% +$184K 0.04% 490
2023
Q4 		$4.66M Buy
44,977
+3,748
+9% +$360K 0.04% 477
2023
Q3 		$3.91M Sell
41,229
-506
-1% -$47.9K 0.04% 458
2023
Q2 		$3.68M Buy
41,735
+5,299
+15% +$443K 0.04% 469
2023
Q1 		$3.01M Sell
36,436
-902
-2% -$86.1K 0.03% 508
2022
Q4 		$3.71M Sell
37,338
-6,968
-16% -$706K 0.03% 523
2022
Q3 		$3.8M Buy
44,306
+646
+1% +$62.2K 0.04% 449
2022
Q2 		$4.18M Sell
43,660
-2,287
-5% -$242K 0.04% 407
2022
Q1 		$5.43M Sell
45,947
-3,887
-8% -$442K 0.06% 348
2021
Q4 		$5.39M Buy
49,834
+396
+0.8% +$43K 0.05% 350
2021
Q3 		$5.2M Sell
49,438
-271
-0.5% -$27.9K 0.05% 374
2021
Q2 		$5.09M Buy
49,709
+3,135
+7% +$320K 0.06% 357
2021
Q1 		$4.24M Sell
46,574
-31,162
-40% -$2.67M 0.05% 370
2020
Q4 		$6.02M Buy
77,736
+15,695
+25% +$1.13M 0.07% 294
2020
Q3 		$3.94M Buy
+62,041
New +$4.08M 0.07% 278

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

Kestra Advisory Services's PRU Position: Q1 2026 in Review

Kestra Advisory Services increased its Prudential Financial (PRU) stake by 45% in Q1 2026, buying an estimated $2.29M and bringing the position to 71,642 shares worth $7M. The position accounts for 0.03% of the portfolio, ranked #622.

Kestra Advisory Services first reported a position in PRU in Q3 2020 and has held it in 23 quarters since. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Kestra Advisory Services held 71,642 shares of Prudential Financial worth $7M as of Q1 2026.
  • Kestra Advisory Services bought 22,107 Prudential Financial shares in Q1 2026, an estimated $2.29M.
  • Prudential Financial made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #622 holding.
  • Kestra Advisory Services first reported a position in Prudential Financial in Q3 2020 and has held it in 23 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.