Optima Capital’s Prudential Financial PRU Stock Holding History

Optima 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	–	Sell	-1,149	Closed	-$130K	–	998
2025 Q4	$130K	Buy	+1,149	New	+$123K	0.06%	193

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

Optima Capital's PRU Position: Q1 2026 in Review

Optima Capital sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,149 shares — an estimated $130K sold.

Optima Capital first reported a position in PRU in Q4 2025 and held it in 1 quarter. The position peaked at $130K in Q4 2025. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Optima Capital reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1,149 Prudential Financial shares in Q1 2026, an estimated $130K.
Optima Capital first reported a position in Prudential Financial in Q4 2025 and held it in 1 quarter.
Optima Capital's Prudential Financial position peaked at $130K in Q4 2025.
1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.