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Kovack Advisors’s Prudential Financial PRU Stock Holding History

Kovack 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 		$222K Buy
2,270
+461
+25% +$47.7K 0.01% 883
2025
Q4 		$204K Buy
+1,809
New +$194K 0.01% 939
2022
Q4 		– Sell
-3,040
Closed -$261K – 616
2022
Q3 		$261K Buy
3,040
+630
+26% +$60.6K 0.04% 442
2022
Q2 		$231K Sell
2,410
-1,383
-36% -$146K 0.03% 523
2022
Q1 		$448K Buy
3,793
+868
+30% +$98.7K 0.05% 416
2021
Q4 		$317K Sell
2,925
-169
-5% -$18.4K 0.03% 509
2021
Q3 		$325K Sell
3,094
-7,010
-69% -$722K 0.04% 501
2021
Q2 		$1.03M Sell
10,104
-468
-4% -$47.8K 0.12% 199
2021
Q1 		$963K Sell
10,572
-1,477
-12% -$126K 0.13% 184
2020
Q4 		$941K Buy
+12,049
New +$871K 0.14% 169

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

Kovack Advisors's PRU Position: Q1 2026 in Review

Kovack Advisors increased its Prudential Financial (PRU) stake by 25% in Q1 2026, buying an estimated $47.7K and bringing the position to 2,270 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #883.

Kovack Advisors first reported a position in PRU in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2021. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Kovack Advisors held 2,270 shares of Prudential Financial worth $222K as of Q1 2026.
  • Kovack Advisors bought 461 Prudential Financial shares in Q1 2026, an estimated $47.7K.
  • Prudential Financial made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #883 holding.
  • Kovack Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 10 quarters since.
  • Kovack Advisors's Prudential Financial position peaked at $1.03M in Q2 2021.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.