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Legacy Wealth Management (Idaho)’s Prudential Financial PRU Stock Holding History

Legacy Wealth Management (Idaho)’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 		$10.2K Buy
+104
New +$10.8K 0.01% 483

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

Legacy Wealth Management (Idaho)'s PRU Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Prudential Financial (PRU) in Q1 2026: 104 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings.

1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 104 shares of Prudential Financial worth $10.2K as of Q1 2026.
  • Prudential Financial was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Prudential Financial made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #483 holding.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.