Mark Sheptoff Financial Planning’s Prudential Financial PRU Stock Holding History

Mark Sheptoff Financial Planning’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	$30.1K	Sell	300 -200	-40%	-$20.7K	0.02%	225
2025 Q4	$56.4K	Hold	500	–	–	0.03%	188
2025 Q3	$51.9K	Hold	500	–	–	0.02%	191
2025 Q2	$53.7K	Hold	500	–	–	0.03%	180
2025 Q1	$55.8K	Hold	500	–	–	0.03%	164
2024 Q4	$59.3K	Hold	500	–	–	0.03%	163
2024 Q3	$60.5K	Hold	500	–	–	0.03%	158
2024 Q2	$58.6K	Hold	500	–	–	0.03%	166
2024 Q1	$58.7K	Hold	500	–	–	0.03%	162
2023 Q4	$51.9K	Hold	500	–	–	0.03%	158
2023 Q3	$47.4K	Hold	500	–	–	0.03%	154
2023 Q2	$44.1K	Hold	500	–	–	0.03%	169
2023 Q1	$41.4K	Hold	500	–	–	0.02%	166
2022 Q4	$49.7K	Hold	500	–	–	0.03%	151
2022 Q3	$43K	Hold	500	–	–	0.03%	155
2022 Q2	$48K	Hold	500	–	–	0.03%	163
2022 Q1	$59K	Hold	500	–	–	0.03%	166
2021 Q4	$54K	Hold	500	–	–	0.03%	181
2021 Q3	$53K	Sell	500 -1,900	-79%	-$196K	0.03%	175
2021 Q2	$246K	Sell	2,400 -100	-4%	-$10.2K	0.13%	91
2021 Q1	$228K	Buy	2,500 +200	+9%	+$17.1K	0.13%	87
2020 Q4	$180K	Sell	2,300 -2,000	-47%	-$145K	0.1%	103
2020 Q3	$273K	Sell	4,300 -300	-7%	-$19.7K	0.17%	76
2020 Q2	$280K	Buy	4,600 +4,100	+820%	+$241K	0.18%	74
2020 Q1	$26K	Hold	500	–	–	0.02%	167
2019 Q4	$47K	Hold	500	–	–	0.03%	155
2019 Q3	$45K	Hold	500	–	–	0.03%	153
2019 Q2	$51K	Hold	500	–	–	0.03%	155
2019 Q1	$46K	Hold	500	–	–	0.03%	155
2018 Q4	$41K	Hold	500	–	–	0.03%	145
2018 Q3	$51K	Hold	500	–	–	0.04%	160
2018 Q2	$47K	Hold	500	–	–	0.03%	164
2018 Q1	$52K	Sell	500 -300	-38%	-$33.8K	0.04%	157
2017 Q4	$92K	Hold	800	–	–	0.06%	143
2017 Q3	$85K	Hold	800	–	–	0.06%	149
2017 Q2	$87K	Sell	800 -1	-0.1%	-$106	0.06%	144
2017 Q1	$85K	Buy	801 +1	+0.1%	+$108	0.06%	147
2016 Q4	$83K	Hold	800	–	–	0.06%	144
2016 Q3	$65K	Hold	800	–	–	0.05%	156
2016 Q2	$57K	Sell	800 -200	-20%	-$15.1K	0.04%	152
2016 Q1	$72K	Sell	1,000 -700	-41%	-$48.8K	0.06%	132
2015 Q4	$138K	Sell	1,700 -400	-19%	-$33.1K	0.11%	113
2015 Q3	$160K	Buy	2,100 +400	+24%	+$33.6K	0.14%	103
2015 Q2	$149K	Buy	1,700 +900	+113%	+$76.4K	0.12%	115
2015 Q1	$64K	Hold	800	–	–	0.05%	154
2014 Q4	$72K	Sell	800 -1,958	-71%	-$168K	0.06%	145
2014 Q3	$243K	Hold	2,758	–	–	0.21%	94
2014 Q2	$245K	Buy	2,758 +1	+0%	+$84	0.21%	93
2014 Q1	$233K	Buy	+2,757	New	+$237K	0.21%	96

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

Mark Sheptoff Financial Planning's PRU Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Prudential Financial (PRU) stake by 40% in Q1 2026, selling an estimated $20.7K and leaving 300 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #225.

Mark Sheptoff Financial Planning first reported a position in PRU in Q1 2014 and has held it in 49 quarters since. The position peaked at $280K in Q2 2020. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Mark Sheptoff Financial Planning held 300 shares of Prudential Financial worth $30.1K as of Q1 2026.
Mark Sheptoff Financial Planning sold 200 Prudential Financial shares in Q1 2026, an estimated $20.7K.
Prudential Financial made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #225 holding.
Mark Sheptoff Financial Planning first reported a position in Prudential Financial in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Prudential Financial position peaked at $280K in Q2 2020.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.