Neo Ivy Capital Management’s Prudential Financial PRU Stock Holding History

Neo Ivy 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	$157K	Buy	+1,604	New	+$166K	0.04%	276
2025 Q3	–	Sell	-20,508	Closed	-$2.2M	–	509
2025 Q2	$2.2M	Buy	+20,508	New	+$2.12M	0.7%	37
2024 Q3	–	Sell	-31,392	Closed	-$3.68M	–	371
2024 Q2	$3.68M	Buy	+31,392	New	+$3.62M	0.72%	50
2022 Q4	–	Sell	-463	Closed	-$40K	–	509
2022 Q3	$40K	Buy	+463	New	+$44.6K	0.11%	250
2022 Q2	–	Sell	-1,556	Closed	-$184K	–	573
2022 Q1	$184K	Sell	1,556 -156	-9%	-$17.7K	0.17%	221
2021 Q4	$185K	Sell	1,712 -11,219	-87%	-$1.22M	0.27%	147
2021 Q3	$787K	Buy	+12,931	New	+$1.33M	0.9%	7
2020 Q3	–	Sell	-12,931	Closed	-$787K	–	584
2020 Q2	$787K	Buy	+12,931	New	+$759K	0.9%	7
2020 Q1	–	Sell	-3,420	Closed	-$321K	–	528
2019 Q4	$321K	Sell	3,420 -4,564	-57%	-$419K	0.37%	124
2019 Q3	$639K	Buy	+7,984	New	+$724K	0.42%	126
2019 Q2	–	Sell	-15,688	Closed	-$1.44M	–	382
2019 Q1	$1.44M	Buy	+15,688	New	+$1.45M	0.82%	14

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Neo Ivy Capital Management's PRU Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Prudential Financial (PRU) in Q1 2026: 1,604 shares worth $157K. The stake represents 0.04% of the portfolio and ranks #276 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in PRU as recently as Q2 2025.

Neo Ivy Capital Management first reported a position in PRU in Q1 2019 and has held it in 11 quarters since. The position peaked at $3.68M in Q2 2024. 1,360 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Neo Ivy Capital Management held 1,604 shares of Prudential Financial worth $157K as of Q1 2026.
Prudential Financial was a new Neo Ivy Capital Management position in Q1 2026.
Prudential Financial made up 0.04% of Neo Ivy Capital Management's portfolio in Q1 2026, its #276 holding.
Neo Ivy Capital Management first reported a position in Prudential Financial in Q1 2019 and has held it in 11 quarters since.
Neo Ivy Capital Management's Prudential Financial position peaked at $3.68M in Q2 2024.
1,360 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.