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Means Investment Company’s Prudential Financial PRU Stock Holding History

Means Investment Company’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 		$336K Sell
3,438
-120
-3% -$12.4K 0.03% 155
2025
Q4 		$402K Sell
3,558
-1,599
-31% -$171K 0.03% 137
2025
Q3 		$535K Sell
5,157
-1,221
-19% -$129K 0.05% 126
2025
Q2 		$685K Sell
6,378
-788
-11% -$81.6K 0.06% 106
2025
Q1 		$800K Sell
7,166
-4,769
-40% -$543K 0.09% 97
2024
Q4 		$1.41M Sell
11,935
-101
-0.8% -$12.5K 0.15% 77
2024
Q3 		$1.46M Sell
12,036
-264
-2% -$31.2K 0.16% 75
2024
Q2 		$1.44M Buy
12,300
+240
+2% +$27.7K 0.17% 72
2024
Q1 		$1.42M Sell
12,060
-2,810
-19% -$303K 0.18% 73
2023
Q4 		$1.54M Sell
14,870
-93
-0.6% -$8.92K 0.22% 73
2023
Q3 		$1.42M Sell
14,963
-1,093
-7% -$103K 0.23% 73
2023
Q2 		$1.42M Buy
16,056
+296
+2% +$24.8K 0.22% 81
2023
Q1 		$1.3M Sell
15,760
-501
-3% -$47.8K 0.23% 82
2022
Q4 		$1.62M Buy
16,261
+136
+0.8% +$13.8K 0.32% 69
2022
Q3 		$1.38M Buy
16,125
+177
+1% +$17K 0.3% 71
2022
Q2 		$1.53M Sell
15,948
-862
-5% -$91.2K 0.32% 64
2022
Q1 		$1.99M Buy
16,810
+204
+1% +$23.2K 0.36% 62
2021
Q4 		$1.8M Buy
16,606
+481
+3% +$52.2K 0.32% 67
2021
Q3 		$1.7M Sell
16,125
-81
-0.5% -$8.35K 0.33% 63
2021
Q2 		$1.66M Buy
16,206
+42
+0.3% +$4.29K 0.33% 63
2021
Q1 		$1.47M Buy
16,164
+79
+0.5% +$6.76K 0.34% 60
2020
Q4 		$1.31M Buy
16,085
+743
+5% +$53.7K 0.3% 65
2020
Q3 		$975K Buy
15,342
+6,277
+69% +$413K 0.27% 67
2020
Q2 		$641K Buy
+9,065
New +$532K 0.2% 71

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

Means Investment Company's PRU Position: Q1 2026 in Review

Means Investment Company reduced its Prudential Financial (PRU) stake by 3.4% in Q1 2026, selling an estimated $12.4K and leaving 3,438 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #155.

Means Investment Company first reported a position in PRU in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.99M in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Means Investment Company held 3,438 shares of Prudential Financial worth $336K as of Q1 2026.
  • Means Investment Company sold 120 Prudential Financial shares in Q1 2026, an estimated $12.4K.
  • Prudential Financial made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #155 holding.
  • Means Investment Company first reported a position in Prudential Financial in Q2 2020 and has held it in 24 quarters since.
  • Means Investment Company's Prudential Financial position peaked at $1.99M in Q1 2022.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.