MV Capital Management’s Prudential Financial PRU Stock Holding History

MV Capital 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	$158K	Buy	1,616 +250	+18%	+$25.9K	0.02%	205
2025 Q4	$154K	Buy	1,366 +352	+35%	+$37.7K	0.01%	206
2025 Q3	$105K	Sell	1,014 -5	-0.5%	-$526	0.01%	239
2025 Q2	$109K	Buy	1,019 +10	+1%	+$1.04K	0.01%	234
2025 Q1	$113K	Sell	1,009 -4	-0.4%	-$456	0.01%	228
2024 Q4	$120K	Sell	1,013 -6	-0.6%	-$741	0.01%	210
2024 Q3	$123K	Sell	1,019 -108	-10%	-$12.8K	0.01%	215
2024 Q2	$132K	Buy	1,127 +9	+0.8%	+$1.04K	0.01%	198
2024 Q1	$131K	Buy	1,118 +107	+11%	+$11.5K	0.02%	198
2023 Q4	$105K	Sell	1,011 -136	-12%	-$13K	0.01%	212
2023 Q3	$109K	Buy	1,147 +4	+0.3%	+$378	0.01%	197
2023 Q2	$101K	Sell	1,143 -93	-8%	-$7.78K	0.01%	211
2023 Q1	$102K	Sell	1,236 -89	-7%	-$8.49K	0.01%	206
2022 Q4	$132K	Buy	1,325 +39	+3%	+$3.95K	0.02%	156
2022 Q3	$110K	Buy	1,286 +232	+22%	+$22.3K	0.02%	159
2022 Q2	$101K	Sell	1,054 -68	-6%	-$7.2K	0.02%	164
2022 Q1	$133K	Buy	1,122 +10	+0.9%	+$1.14K	0.02%	154
2021 Q4	$120K	Buy	1,112 +52	+5%	+$5.65K	0.02%	153
2021 Q3	$112K	Buy	1,060 +62	+6%	+$6.39K	0.02%	152
2021 Q2	$102K	Buy	998 +67	+7%	+$6.84K	0.02%	151
2021 Q1	$85K	Buy	931 +10	+1%	+$856	0.02%	148
2020 Q4	$72K	Hold	921	–	–	0.01%	150
2020 Q3	$59K	Hold	921	–	–	0.01%	147
2020 Q2	$56K	Hold	921	–	–	0.01%	149
2020 Q1	$48K	Hold	921	–	–	0.01%	151
2019 Q4	$86K	Hold	921	–	–	0.02%	143
2019 Q3	$83K	Hold	921	–	–	0.02%	143
2019 Q2	$93K	Hold	921	–	–	0.02%	136
2019 Q1	$85K	Hold	921	–	–	0.02%	136
2018 Q4	$75K	Sell	921 -43	-4%	-$3.96K	0.02%	143
2018 Q3	$98K	Hold	964	–	–	0.02%	131
2018 Q2	$90K	Buy	964 +19	+2%	+$1.92K	0.02%	140
2018 Q1	$98K	Sell	945 -19	-2%	-$2.14K	0.03%	132
2017 Q4	$111K	Hold	964	–	–	0.03%	133
2017 Q3	$102K	Hold	964	–	–	0.03%	131
2017 Q2	$104K	Hold	964	–	–	0.03%	131
2017 Q1	$103K	Buy	964 +17	+2%	+$1.83K	0.03%	130
2016 Q4	$99K	Buy	947 +26	+3%	+$2.46K	0.04%	122
2016 Q3	$75K	Hold	921	–	–	0.03%	134
2016 Q2	$66K	Hold	921	–	–	0.02%	142
2016 Q1	$67K	Hold	921	–	–	0.03%	141
2015 Q4	$75K	Hold	921	–	–	0.03%	142
2015 Q3	$70K	Hold	921	–	–	0.03%	135
2015 Q2	$81K	Sell	921 -26	-3%	-$2.21K	0.03%	143
2015 Q1	$76K	Buy	947 +26	+3%	+$2.11K	0.03%	138
2014 Q4	$83K	Buy	+921	New	+$79.1K	0.04%	124

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MV Capital Management's PRU Position: Q1 2026 in Review

MV Capital Management increased its Prudential Financial (PRU) stake by 18% in Q1 2026, buying an estimated $25.9K and bringing the position to 1,616 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #205.

MV Capital Management first reported a position in PRU in Q4 2014 and has held it in 46 quarters since. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

MV Capital Management held 1,616 shares of Prudential Financial worth $158K as of Q1 2026.
MV Capital Management bought 250 Prudential Financial shares in Q1 2026, an estimated $25.9K.
Prudential Financial made up 0.02% of MV Capital Management's portfolio in Q1 2026, its #205 holding.
MV Capital Management first reported a position in Prudential Financial in Q4 2014 and has held it in 46 quarters since.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

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