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Money Concepts Capital’s Prudential Financial PRU Stock Holding History

Money Concepts Capital’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 		$1.52M Buy
15,537
+2,973
+24% +$308K 0.08% 224
2025
Q4 		$1.42M Buy
12,564
+318
+3% +$34.1K 0.08% 220
2025
Q3 		$1.27M Sell
12,246
-227
-2% -$23.9K 0.08% 226
2025
Q2 		$1.34M Buy
12,473
+20
+0.2% +$2.07K 0.09% 206
2025
Q1 		$1.39M Buy
12,453
+72
+0.6% +$8.2K 0.1% 183
2024
Q4 		$1.47M Sell
12,381
-92
-0.7% -$11.4K 0.11% 171
2024
Q3 		$1.51M Buy
12,473
+71
+0.6% +$8.39K 0.11% 167
2024
Q2 		$1.45M Sell
12,402
-32
-0.3% -$3.69K 0.12% 173
2024
Q1 		$1.46M Buy
12,434
+448
+4% +$48.3K 0.13% 178
2023
Q4 		$1.24M Buy
11,986
+111
+0.9% +$10.6K 0.12% 189
2023
Q3 		$1.13M Sell
11,875
-39
-0.3% -$3.69K 0.12% 185
2023
Q2 		$1.05M Buy
11,914
+1,520
+15% +$127K 0.11% 195
2023
Q1 		$860K Sell
10,394
-2,197
-17% -$210K 0.05% 239
2022
Q4 		$1.25M Buy
12,591
+2,181
+21% +$221K 0.06% 259
2022
Q3 		$893K Buy
10,410
+490
+5% +$47.2K 0.05% 242
2022
Q2 		$966K Sell
9,920
-1,032
-9% -$109K 0.09% 204
2022
Q1 		$1.29M Buy
10,952
+1,137
+12% +$129K 0.07% 258
2021
Q4 		$1.06M Buy
+9,815
New +$1.07M 0.09% 208

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

Money Concepts Capital's PRU Position: Q1 2026 in Review

Money Concepts Capital increased its Prudential Financial (PRU) stake by 24% in Q1 2026, buying an estimated $308K and bringing the position to 15,537 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #224.

Money Concepts Capital first reported a position in PRU in Q4 2021 and has held it in 18 quarters since. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Money Concepts Capital held 15,537 shares of Prudential Financial worth $1.52M as of Q1 2026.
  • Money Concepts Capital bought 2,973 Prudential Financial shares in Q1 2026, an estimated $308K.
  • Prudential Financial made up 0.08% of Money Concepts Capital's portfolio in Q1 2026, its #224 holding.
  • Money Concepts Capital first reported a position in Prudential Financial in Q4 2021 and has held it in 18 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.