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Medallion Wealth Advisors’s Prudential Financial PRU Stock Holding History

Medallion Wealth Advisors’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 		$35.5K Hold
363
– – 0.01% 540
2025
Q4 		$41K Hold
363
– – 0.01% 502
2025
Q3 		$37.7K Hold
363
– – 0.01% 514
2025
Q2 		$39.4K Hold
363
– – 0.02% 498
2025
Q1 		$40.5K Hold
363
– – 0.02% 456
2024
Q4 		$42.3K Buy
+363
New +$44.8K 0.02% 439

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

Medallion Wealth Advisors's PRU Position: Q1 2026 in Review

Medallion Wealth Advisors held its Prudential Financial (PRU) position steady in Q1 2026 at 363 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #540.

Medallion Wealth Advisors first reported a position in PRU in Q4 2024 and has held it in 6 quarters since. The position peaked at $42.3K in Q4 2024. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Medallion Wealth Advisors held 363 shares of Prudential Financial worth $35.5K as of Q1 2026.
  • Medallion Wealth Advisors left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #540 holding.
  • Medallion Wealth Advisors first reported a position in Prudential Financial in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Prudential Financial position peaked at $42.3K in Q4 2024.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.