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Modern Wealth Management’s Prudential Financial PRU Stock Holding History

Modern 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 		$384K Buy
3,915
+399
+11% +$41.3K 0.01% 636
2025
Q4 		$397K Sell
3,516
-150
-4% -$16.1K 0.01% 595
2025
Q3 		$380K Buy
3,666
+84
+2% +$8.85K 0.01% 572
2025
Q2 		$385K Sell
3,582
-30
-0.8% -$3.11K 0.01% 546
2025
Q1 		$403K Sell
3,612
-14
-0.4% -$1.59K 0.01% 464
2024
Q4 		$430K Buy
3,626
+506
+16% +$62.5K 0.02% 386
2024
Q3 		$378K Buy
3,120
+1,317
+73% +$156K 0.02% 298
2024
Q2 		$211K Buy
+1,803
New +$208K 0.02% 376

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

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

Modern Wealth Management increased its Prudential Financial (PRU) stake by 11% in Q1 2026, buying an estimated $41.3K and bringing the position to 3,915 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #636.

Modern Wealth Management first reported a position in PRU in Q2 2024 and has held it in 8 quarters since. The position peaked at $430K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Modern Wealth Management held 3,915 shares of Prudential Financial worth $384K as of Q1 2026.
  • Modern Wealth Management bought 399 Prudential Financial shares in Q1 2026, an estimated $41.3K.
  • Prudential Financial made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #636 holding.
  • Modern Wealth Management first reported a position in Prudential Financial in Q2 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's Prudential Financial position peaked at $430K in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.