MHS
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M Holdings Securities’s Prudential Financial PRU Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-10,371
Closed -$915K – 276
2023
Q2 		$915K Sell
10,371
-14,699
-59% -$1.23M 0.19% 74
2023
Q1 		$2.07M Buy
+25,070
New +$2.39M 0.21% 83

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

M Holdings Securities's PRU Position: Q1 2026 in Review

M Holdings Securities increased its Prudential Financial (PRU) stake by 17% in Q1 2026, buying an estimated $198K and bringing the position to 12,946 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #173.

M Holdings Securities first reported a position in PRU in Q3 2014 and has held it in 29 quarters since. The position peaked at $2.79M in Q2 2021. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • M Holdings Securities held 12,946 shares of Prudential Financial worth $1.31M as of Q1 2026.
  • M Holdings Securities bought 1,914 Prudential Financial shares in Q1 2026, an estimated $198K.
  • Prudential Financial made up 0.09% of M Holdings Securities's portfolio in Q1 2026, its #173 holding.
  • M Holdings Securities first reported a position in Prudential Financial in Q3 2014 and has held it in 29 quarters since.
  • M Holdings Securities's Prudential Financial position peaked at $2.79M in Q2 2021.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.