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Mowery & Schoenfeld Wealth Management’s Prudential Financial PRU Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-75
Closed -$8.47K – 460
2025
Q4 		$8.47K Buy
75
+17
+29% +$1.82K 0.01% 265
2025
Q3 		$6.02K Hold
58
– – 0.01% 265
2025
Q2 		$6.23K Hold
58
– – 0.01% 255
2025
Q1 		$6.48K Sell
58
-8
-12% -$912 0.01% 301
2024
Q4 		$7.82K Buy
+66
New +$8.15K 0.02% 251

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mowery & Schoenfeld Wealth Management's PRU Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 75 shares — an estimated $8.47K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PRU in Q4 2024 and held it in 5 quarters. The position peaked at $8.47K in Q4 2025. 1,361 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 75 Prudential Financial shares in Q1 2026, an estimated $8.47K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Prudential Financial in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Prudential Financial position peaked at $8.47K in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.