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Mount Lucas Management’s Prudential Financial PRU Stock Holding History

Mount Lucas 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 		– Sell
-6,260
Closed -$707K – 196
2025
Q4 		$707K Buy
6,260
+25
+0.4% +$2.68K 0.28% 126
2025
Q3 		$647K Sell
6,235
-109
-2% -$11.5K 0.27% 129
2025
Q2 		$682K Sell
6,344
-5,673
-47% -$588K 0.29% 117
2025
Q1 		$1.34M Buy
12,017
+8,186
+214% +$933K 0.43% 62
2024
Q4 		$454K Sell
3,831
-765
-17% -$94.4K 0.16% 109
2024
Q3 		$557K Buy
4,596
+157
+4% +$18.6K 0.19% 122
2024
Q2 		$520K Buy
+4,439
New +$512K 0.15% 113
2020
Q4 		– Sell
-85,219
Closed -$5.41M – 129
2020
Q3 		$5.41M Sell
85,219
-4,949
-5% -$325K 1.13% 22
2020
Q2 		$5.49M Sell
90,168
-2,146
-2% -$126K 1.09% 23
2020
Q1 		$4.81M Buy
92,314
+24,396
+36% +$1.94M 0.99% 14
2019
Q4 		$6.37M Sell
67,918
-21,392
-24% -$1.96M 1.27% 27
2019
Q3 		$8.03M Buy
+89,310
New +$8.09M 1.44% 24
2019
Q1 		– Sell
-103,272
Closed -$8.42M – 89
2018
Q4 		$8.42M Buy
103,272
+2,813
+3% +$259K 1.07% 16
2018
Q3 		$10.2M Buy
100,459
+5,162
+5% +$509K 1.49% 19
2018
Q2 		$8.91M Sell
95,297
-874
-0.9% -$88.3K 1.35% 20
2018
Q1 		$9.96M Buy
+96,171
New +$10.8M 1.6% 17
2017
Q1 		– Sell
-132,921
Closed -$13.8M – 159
2016
Q4 		$13.8M Sell
132,921
-24,616
-16% -$2.33M 2.62% 4
2016
Q3 		$12.9M Sell
157,537
-3,790
-2% -$291K 2.29% 7
2016
Q2 		$11.5M Sell
161,327
-1,031
-0.6% -$77.8K 1.96% 15
2016
Q1 		$11.7M Buy
+162,358
New +$11.3M 2.04% 20
2013
Q3 		– Sell
-188,394
Closed -$13.8M – 90
2013
Q2 		$13.8M Buy
+188,394
New +$12.2M 3.13% 9

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

Mount Lucas Management's PRU Position: Q1 2026 in Review

Mount Lucas Management sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 6,260 shares — an estimated $707K sold.

Mount Lucas Management first reported a position in PRU in Q2 2013 and held it in 21 quarters. The position peaked at $13.8M in Q4 2016. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Mount Lucas Management reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 6,260 Prudential Financial shares in Q1 2026, an estimated $707K.
  • Mount Lucas Management first reported a position in Prudential Financial in Q2 2013 and held it in 21 quarters.
  • Mount Lucas Management's Prudential Financial position peaked at $13.8M in Q4 2016.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.