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Marshall Investment Management’s Prudential Financial PRU Stock Holding History

Marshall 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 		$4.79K Buy
+49
New +$5.08K ﹤0.01% 221
2025
Q2 		– Sell
-49
Closed -$5.47K – 174
2025
Q1 		$5.47K Buy
+49
New +$5.58K ﹤0.01% 180

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

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

Marshall Investment Management opened a new position in Prudential Financial (PRU) in Q1 2026: 49 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in PRU as recently as Q1 2025.

Marshall Investment Management first reported a position in PRU in Q1 2025 and has held it in 2 quarters since. The position peaked at $5.47K in Q1 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Marshall Investment Management held 49 shares of Prudential Financial worth $4.79K as of Q1 2026.
  • Prudential Financial was a new Marshall Investment Management position in Q1 2026.
  • Prudential Financial made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #221 holding.
  • Marshall Investment Management first reported a position in Prudential Financial in Q1 2025 and has held it in 2 quarters since.
  • Marshall Investment Management's Prudential Financial position peaked at $5.47K in Q1 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.