Legacy Capital Group California’s Prudential Financial PRU Stock Holding History

Legacy Capital Group California’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	$752K	Sell	7,702 -754	-9%	-$78.1K	0.29%	110
2025 Q4	$955K	Sell	8,456 -22	-0.3%	-$2.36K	0.23%	113
2025 Q3	$880K	Buy	8,478 +1,879	+28%	+$198K	0.22%	119
2025 Q2	$709K	Sell	6,599 -182	-3%	-$18.9K	0.2%	131
2025 Q1	$757K	Sell	6,781 -67	-1%	-$7.63K	0.26%	100
2024 Q4	$812K	Sell	6,848 -42	-0.6%	-$5.18K	0.25%	105
2024 Q3	$834K	Sell	6,890 -426	-6%	-$50.4K	0.28%	102
2024 Q2	$857K	Buy	7,316 +69	+1%	+$7.96K	0.31%	89
2024 Q1	$851K	Sell	7,247 -216	-3%	-$23.3K	0.31%	96
2023 Q4	$774K	Sell	7,463 -29	-0.4%	-$2.78K	0.3%	104
2023 Q3	$711K	Buy	7,492 +16	+0.2%	+$1.51K	0.31%	94
2023 Q2	$660K	Buy	7,476 +217	+3%	+$18.2K	0.27%	111
2023 Q1	$601K	Buy	+7,259	New	+$693K	0.29%	104

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Capital Group California's PRU Position: Q1 2026 in Review

Legacy Capital Group California reduced its Prudential Financial (PRU) stake by 8.9% in Q1 2026, selling an estimated $78.1K and leaving 7,702 shares worth $752K. The position accounts for 0.29% of the portfolio, ranked #110.

Legacy Capital Group California first reported a position in PRU in Q1 2023 and has held it in 13 quarters since. The position peaked at $955K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Legacy Capital Group California held 7,702 shares of Prudential Financial worth $752K as of Q1 2026.
Legacy Capital Group California sold 754 Prudential Financial shares in Q1 2026, an estimated $78.1K.
Prudential Financial made up 0.29% of Legacy Capital Group California's portfolio in Q1 2026, its #110 holding.
Legacy Capital Group California first reported a position in Prudential Financial in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Prudential Financial position peaked at $955K in Q4 2025.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.