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Optimize Financial’s Prudential Financial PRU Stock Holding History

Optimize Financial’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 		$479K Buy
+4,905
New +$508K 0.24% 111
2025
Q3 		– Sell
-3,351
Closed -$360K – 409
2025
Q2 		$360K Sell
3,351
-24
-0.7% -$2.49K 0.22% 138
2025
Q1 		$377K Buy
3,375
+425
+14% +$48.4K 0.27% 124
2024
Q4 		$350K Buy
+2,950
New +$364K 0.26% 116

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

Optimize Financial's PRU Position: Q1 2026 in Review

Optimize Financial opened a new position in Prudential Financial (PRU) in Q1 2026: 4,905 shares worth $479K. The stake represents 0.24% of the portfolio and ranks #111 among its holdings. This is a return to the name: Optimize Financial previously reported a position in PRU as recently as Q2 2025.

Optimize Financial first reported a position in PRU in Q4 2024 and has held it in 4 quarters since. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Optimize Financial held 4,905 shares of Prudential Financial worth $479K as of Q1 2026.
  • Prudential Financial was a new Optimize Financial position in Q1 2026.
  • Prudential Financial made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #111 holding.
  • Optimize Financial first reported a position in Prudential Financial in Q4 2024 and has held it in 4 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.