Laurel Wealth Advisors (North Carolina)’s Prudential Financial PRU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-1	Closed	-$113	–	519
2025 Q4	$113	Buy	+1	New	+$107	﹤0.01%	689
2025 Q2	–	Sell	-61	Closed	-$6.81K	–	544
2025 Q1	$6.81K	Hold	61	–	–	﹤0.01%	512
2024 Q4	$7.23K	Hold	61	–	–	﹤0.01%	517
2024 Q3	$7.39K	Buy	61 +1	+2%	+$118	﹤0.01%	482
2024 Q2	$7.03K	Sell	60 -11	-15%	-$1.27K	﹤0.01%	454
2024 Q1	$8.34K	Buy	71 +11	+18%	+$1.19K	﹤0.01%	450
2023 Q4	$6.22K	Hold	60	–	–	﹤0.01%	435
2023 Q3	$5.69K	Hold	60	–	–	﹤0.01%	442
2023 Q2	$5.29K	Hold	60	–	–	﹤0.01%	451
2023 Q1	$4.96K	Hold	60	–	–	﹤0.01%	458
2022 Q4	$5.97K	Hold	60	–	–	﹤0.01%	415
2022 Q3	$5K	Hold	60	–	–	﹤0.01%	431
2022 Q2	$6K	Hold	60	–	–	﹤0.01%	427
2022 Q1	$7K	Hold	60	–	–	﹤0.01%	440
2021 Q4	$6K	Hold	60	–	–	﹤0.01%	467
2021 Q3	$6K	Hold	60	–	–	﹤0.01%	460
2021 Q2	$6K	Hold	60	–	–	﹤0.01%	522
2021 Q1	$5K	Hold	60	–	–	﹤0.01%	506
2020 Q4	$5K	Hold	60	–	–	﹤0.01%	480
2020 Q3	$4K	Hold	60	–	–	﹤0.01%	443
2020 Q2	$4K	Hold	60	–	–	﹤0.01%	440
2020 Q1	$3K	Buy	+60	New	+$4.77K	﹤0.01%	450

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PRU Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1 share — an estimated $113 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PRU in Q1 2020 and held it in 22 quarters. The position peaked at $8.34K in Q1 2024. 1,368 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1 Prudential Financial share in Q1 2026, an estimated $113.
Laurel Wealth Advisors (North Carolina) first reported a position in Prudential Financial in Q1 2020 and held it in 22 quarters.
Laurel Wealth Advisors (North Carolina)'s Prudential Financial position peaked at $8.34K in Q1 2024.
1,368 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.