MWM
PRU icon

Mindset Wealth Management’s Prudential Financial PRU Stock Holding History

Mindset Wealth 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 		$457K Sell
4,681
-300
-6% -$31.1K 0.12% 94
2025
Q4 		$562K Buy
4,981
+200
+4% +$21.4K 0.15% 74
2025
Q3 		$496K Buy
4,781
+100
+2% +$10.5K 0.14% 85
2025
Q2 		$503K Buy
4,681
+56
+1% +$5.8K 0.16% 69
2025
Q1 		$517K Buy
4,625
+2,100
+83% +$239K 0.2% 66
2024
Q4 		$299K Buy
2,525
+300
+13% +$37K 0.11% 95
2024
Q3 		$269K Buy
+2,225
New +$263K 0.11% 100

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

Mindset Wealth Management's PRU Position: Q1 2026 in Review

Mindset Wealth Management reduced its Prudential Financial (PRU) stake by 6% in Q1 2026, selling an estimated $31.1K and leaving 4,681 shares worth $457K. The position accounts for 0.12% of the portfolio, ranked #94.

Mindset Wealth Management first reported a position in PRU in Q3 2024 and has held it in 7 quarters since. The position peaked at $562K in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Mindset Wealth Management held 4,681 shares of Prudential Financial worth $457K as of Q1 2026.
  • Mindset Wealth Management sold 300 Prudential Financial shares in Q1 2026, an estimated $31.1K.
  • Prudential Financial made up 0.12% of Mindset Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Mindset Wealth Management first reported a position in Prudential Financial in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Prudential Financial position peaked at $562K in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.