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Orca Investment Management’s Prudential Financial PRU Stock Holding History

Orca Investment 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 		$2.41M Sell
24,653
-155
-0.6% -$16.1K 2.05% 15
2025
Q4 		$2.8M Buy
24,808
+75
+0.3% +$8.04K 2.21% 12
2025
Q3 		$2.57M Sell
24,733
-132
-0.5% -$13.9K 2.1% 14
2025
Q2 		$2.67M Sell
24,865
-1,844
-7% -$191K 2.41% 11
2025
Q1 		$2.98M Sell
26,709
-414
-2% -$47.2K 2.98% 9
2024
Q4 		$3.21M Sell
27,123
-474
-2% -$58.5K 3.02% 8
2024
Q3 		$3.34M Sell
27,597
-1,205
-4% -$142K 3.01% 8
2024
Q2 		$3.38M Buy
28,802
+185
+0.6% +$21.4K 3.22% 7
2024
Q1 		$3.36M Sell
28,617
-669
-2% -$72.1K 3.15% 7
2023
Q4 		$3.04M Sell
29,286
-10
-0% -$959 2.92% 8
2023
Q3 		$2.78M Sell
29,296
-172
-0.6% -$16.3K 3.09% 6
2023
Q2 		$2.6M Buy
29,468
+253
+0.9% +$21.2K 2.83% 10
2023
Q1 		$2.42M Buy
29,215
+33
+0.1% +$3.15K 2.96% 8
2022
Q4 		$2.9M Sell
29,182
-1,475
-5% -$149K 3.68% 6
2022
Q3 		$2.63M Hold
30,657
– – 3.43% 7
2022
Q2 		$2.93M Sell
30,657
-146
-0.5% -$15.5K 2.71% 9
2022
Q1 		$3.64M Sell
30,803
-440
-1% -$50K 2.97% 8
2021
Q4 		$3.38M Sell
31,243
-695
-2% -$75.5K 2.78% 9
2021
Q3 		$3.36M Buy
31,938
+101
+0.3% +$10.4K 2.94% 8
2021
Q2 		$3.26M Sell
31,837
-295
-0.9% -$30.1K 2.94% 8
2021
Q1 		$2.93M Sell
32,132
-258
-0.8% -$22.1K 3.03% 7
2020
Q4 		$2.53M Buy
+32,390
New +$2.34M 2.65% 10
2019
Q3 		$2.38M Sell
26,417
-483
-2% -$43.8K 2.8% 9
2019
Q2 		$2.72M Sell
26,900
-532
-2% -$53K 3.03% 8
2019
Q1 		$2.52M Sell
27,432
-78
-0.3% -$7.19K 2.87% 10
2018
Q4 		$2.24M Buy
+27,510
New +$2.53M 2.87% 11

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

Orca Investment Management's PRU Position: Q1 2026 in Review

Orca Investment Management reduced its Prudential Financial (PRU) stake by 0.62% in Q1 2026, selling an estimated $16.1K and leaving 24,653 shares worth $2.41M. The position accounts for 2.05% of the portfolio, ranked #15.

Orca Investment Management first reported a position in PRU in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.64M in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Orca Investment Management held 24,653 shares of Prudential Financial worth $2.41M as of Q1 2026.
  • Orca Investment Management sold 155 Prudential Financial shares in Q1 2026, an estimated $16.1K.
  • Prudential Financial made up 2.05% of Orca Investment Management's portfolio in Q1 2026, its #15 holding.
  • Orca Investment Management first reported a position in Prudential Financial in Q4 2018 and has held it in 26 quarters since.
  • Orca Investment Management's Prudential Financial position peaked at $3.64M in Q1 2022.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.