Kovitz Investment Group Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $514K | Sell |
5,260
-3
| -0.1% | -$311 | 0.01% | 397 |
|
|
2025
Q4 | $594K | Sell |
5,263
-102,607
| -95% | -$11M | 0.01% | 379 |
|
|
2025
Q3 | $11.2M | Buy |
107,870
+5,938
| +6% | +$625K | 0.04% | 308 |
|
|
2025
Q2 | $11M | Buy |
101,932
+1,248
| +1% | +$129K | 0.05% | 291 |
|
|
2025
Q1 | $11.2M | Sell |
100,684
-644
| -0.6% | -$73.4K | 0.06% | 247 |
|
|
2024
Q4 | $12M | Buy |
101,328
+262
| +0.3% | +$32.3K | 0.06% | 236 |
|
|
2024
Q3 | $11.7M | Buy |
101,066
+2,561
| +3% | +$303K | 0.08% | 202 |
|
|
2024
Q2 | $11.5M | Buy |
98,505
+3,015
| +3% | +$348K | 0.1% | 157 |
|
|
2024
Q1 | $11.2M | Sell |
95,490
-643
| -0.7% | -$69.3K | 0.14% | 99 |
|
|
2023
Q4 | $9.97M | Sell |
96,133
-3,281
| -3% | -$315K | 0.17% | 69 |
|
|
2023
Q3 | $9.43M | Sell |
99,414
-1,482
| -1% | -$140K | 0.17% | 64 |
|
|
2023
Q2 | $8.9M | Buy |
100,896
+118
| +0.1% | +$9.87K | 0.13% | 78 |
|
|
2023
Q1 | $8.34M | Buy |
100,778
+3,396
| +3% | +$324K | 0.14% | 89 |
|
|
2022
Q4 | $9.69M | Sell |
97,382
-351
| -0.4% | -$35.5K | 0.19% | 77 |
|
|
2022
Q3 | $8.38M | Buy |
97,733
+217
| +0.2% | +$20.9K | 0.19% | 81 |
|
|
2022
Q2 | $9.33M | Sell |
97,516
-472
| -0.5% | -$50K | 0.21% | 76 |
|
|
2022
Q1 | $11.6M | Buy |
97,988
+4,299
| +5% | +$489K | 0.22% | 66 |
|
|
2021
Q4 | $7.31M | Sell |
93,689
-1,927
| -2% | -$209K | 0.17% | 89 |
|
|
2021
Q3 | $10.1M | Sell |
95,616
-346
| -0.4% | -$35.7K | 0.2% | 71 |
|
|
2021
Q2 | $9.83M | Sell |
95,962
-407
| -0.4% | -$41.6K | 0.19% | 77 |
|
|
2021
Q1 | $8.78M | Buy |
96,369
+2,680
| +3% | +$229K | 0.21% | 79 |
|
|
2020
Q4 | $7.31M | Sell |
93,689
-2,392
| -2% | -$173K | 0.18% | 87 |
|
|
2020
Q3 | $6.1M | Sell |
96,081
-1,151
| -1% | -$75.7K | 0.17% | 94 |
|
|
2020
Q2 | $5.92M | Buy |
97,232
+16,313
| +20% | +$958K | 0.18% | 89 |
|
|
2020
Q1 | $4.22M | Sell |
80,919
-2,156
| -3% | -$171K | 0.15% | 107 |
|
|
2019
Q4 | $7.79M | Sell |
83,075
-909
| -1% | -$83.5K | 0.23% | 73 |
|
|
2019
Q3 | $7.55M | Sell |
83,984
-949
| -1% | -$86K | 0.24% | 73 |
|
|
2019
Q2 | $8.58M | Sell |
84,933
-419
| -0.5% | -$41.8K | 0.27% | 62 |
|
|
2019
Q1 | $7.84M | Sell |
85,352
-1,285
| -1% | -$118K | 0.25% | 65 |
|
|
2018
Q4 | $7.07M | Buy |
+86,637
| New | +$7.98M | 0.28% | 61 |
|
|
2018
Q1 | – | Sell |
-3,232
| Closed | -$372 | – | 154 |
|
|
2017
Q4 | $372 | Buy |
+3,232
| New | +$363K | 0.02% | 131 |
|
Other funds holding PRU
VCM
VPM
Kovitz Investment Group Partners's PRU Position: Q1 2026 in Review
Kovitz Investment Group Partners reduced its Prudential Financial (PRU) stake by 0.06% in Q1 2026, selling an estimated $311 and leaving 5,260 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #397.
Kovitz Investment Group Partners first reported a position in PRU in Q4 2017 and has held it in 31 quarters since. The position peaked at $12M in Q4 2024. 1,360 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- Kovitz Investment Group Partners held 5,260 shares of Prudential Financial worth $514K as of Q1 2026.
- Kovitz Investment Group Partners sold 3 Prudential Financial shares in Q1 2026, an estimated $311.
- Prudential Financial made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #397 holding.
- Kovitz Investment Group Partners first reported a position in Prudential Financial in Q4 2017 and has held it in 31 quarters since.
- Kovitz Investment Group Partners's Prudential Financial position peaked at $12M in Q4 2024.
- 1,360 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.