MB, Levis & Associates’s Prudential Financial PRU Stock Holding History

MB, Levis & Associates’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	$26.1K	Hold	267	–	–	0.01%	131
2025 Q4	$30.1K	Hold	267	–	–	0.01%	127
2025 Q3	$27.7K	Hold	267	–	–	0.01%	130
2025 Q2	$28.7K	Hold	267	–	–	0.01%	149
2025 Q1	$29.8K	Hold	267	–	–	0.01%	148
2024 Q4	$31.6K	Hold	267	–	–	0.02%	140
2024 Q3	$32.3K	Hold	267	–	–	0.02%	139
2024 Q2	$31.3K	Hold	267	–	–	0.02%	139
2024 Q1	$31.3K	Hold	267	–	–	0.02%	138
2023 Q4	$27.7K	Hold	267	–	–	0.02%	140
2023 Q3	$25.3K	Hold	267	–	–	0.02%	146
2023 Q2	$23.6K	Hold	267	–	–	0.02%	152
2023 Q1	$22.1K	Hold	267	–	–	0.02%	155
2022 Q4	$26.6K	Buy	+267	New	+$27K	0.02%	135

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

MB, Levis & Associates's PRU Position: Q1 2026 in Review

MB, Levis & Associates held its Prudential Financial (PRU) position steady in Q1 2026 at 267 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #131.

MB, Levis & Associates first reported a position in PRU in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.3K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

MB, Levis & Associates held 267 shares of Prudential Financial worth $26.1K as of Q1 2026.
MB, Levis & Associates left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up 0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #131 holding.
MB, Levis & Associates first reported a position in Prudential Financial in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's Prudential Financial position peaked at $32.3K in Q3 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.