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Longfellow Investment Management’s Prudential Financial PRU Stock Holding History

Longfellow Investment Management’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 		$1.28M Buy
13,110
+4,092
+45% +$424K 0.27% 69
2025
Q4 		$1.02M Hold
9,018
– – 0.23% 76
2025
Q3 		$936K Hold
9,018
– – 0.22% 80
2025
Q2 		$969K Hold
9,018
– – 0.24% 75
2025
Q1 		$1.01M Hold
9,018
– – 0.25% 59
2024
Q4 		$1.07M Sell
9,018
-579
-6% -$71.5K 0.27% 50
2024
Q3 		$1.16M Buy
9,597
+58
+0.6% +$6.86K 0.29% 49
2024
Q2 		$1.12M Buy
9,539
+66
+0.7% +$7.62K 0.28% 48
2024
Q1 		$1.11M Buy
9,473
+73
+0.8% +$7.87K 0.25% 45
2023
Q4 		$975K Hold
9,400
– – 0.24% 52
2023
Q3 		$892K Hold
9,400
– – 0.24% 61
2023
Q2 		$829K Buy
9,400
+382
+4% +$32K 0.19% 77
2023
Q1 		$746K Hold
9,018
– – 0.17% 85
2022
Q4 		$897K Hold
9,018
– – 0.2% 84
2022
Q3 		$774K Hold
9,018
– – 0.16% 118
2022
Q2 		$863K Buy
9,018
+1,704
+23% +$180K 0.19% 106
2022
Q1 		$865K Hold
7,314
– – 0.14% 131
2021
Q4 		$792K Sell
7,314
-3,386
-32% -$368K 0.13% 137
2021
Q3 		$1.13M Hold
10,700
– – 0.18% 118
2021
Q2 		$1.1M Sell
10,700
-4,801
-31% -$490K 0.16% 132
2021
Q1 		$1.41M Buy
15,501
+7,989
+106% +$684K 0.17% 137
2020
Q4 		$587K Buy
+7,512
New +$543K 0.07% 188

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

Longfellow Investment Management's PRU Position: Q1 2026 in Review

Longfellow Investment Management increased its Prudential Financial (PRU) stake by 45% in Q1 2026, buying an estimated $424K and bringing the position to 13,110 shares worth $1.28M. The position accounts for 0.27% of the portfolio, ranked #69.

Longfellow Investment Management first reported a position in PRU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q1 2021. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Longfellow Investment Management held 13,110 shares of Prudential Financial worth $1.28M as of Q1 2026.
  • Longfellow Investment Management bought 4,092 Prudential Financial shares in Q1 2026, an estimated $424K.
  • Prudential Financial made up 0.27% of Longfellow Investment Management's portfolio in Q1 2026, its #69 holding.
  • Longfellow Investment Management first reported a position in Prudential Financial in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's Prudential Financial position peaked at $1.41M in Q1 2021.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.