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PRU icon

&Partners’s Prudential Financial PRU Stock Holding History

&Partners’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 		$6.35M Buy
64,599
+7,604
+13% +$788K 0.03% 461
2025
Q4 		$6.44M Buy
56,995
+14,760
+35% +$1.58M 0.03% 420
2025
Q3 		$4.38M Buy
42,235
+4,561
+12% +$480K 0.03% 468
2025
Q2 		$4.06M Buy
37,674
+9,765
+35% +$1.01M 0.03% 423
2025
Q1 		$3.07M Buy
27,909
+2,217
+9% +$253K 0.03% 412
2024
Q4 		$3.07M Buy
25,692
+8,171
+47% +$1.01M 0.04% 379
2024
Q3 		$2.12M Buy
17,521
+5,351
+44% +$633K 0.04% 356
2024
Q2 		$1.43M Buy
12,170
+4,948
+69% +$571K 0.06% 261
2024
Q1 		$829K Buy
+7,222
New +$778K 0.11% 178
2023
Q2 		– Sell
-4,144
Closed -$343K – 197
2023
Q1 		$343K Hold
4,144
– – 0.16% 110
2022
Q4 		$412K Sell
4,144
-500
-11% -$50.6K 0.2% 94
2022
Q3 		$398K Sell
4,644
-150
-3% -$14.4K 0.23% 97
2022
Q2 		$459K Buy
4,794
+150
+3% +$15.9K 0.27% 88
2022
Q1 		$549K Hold
4,644
– – 0.31% 80
2021
Q4 		$503K Buy
4,644
+73
+2% +$7.93K 0.3% 77
2021
Q3 		$481K Hold
4,571
– – 0.31% 78
2021
Q2 		$468K Buy
4,571
+110
+2% +$11.2K 0.3% 77
2021
Q1 		$406K Buy
+4,461
New +$382K 0.3% 81

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

&Partners's PRU Position: Q1 2026 in Review

&Partners increased its Prudential Financial (PRU) stake by 13% in Q1 2026, buying an estimated $788K and bringing the position to 64,599 shares worth $6.35M. The position accounts for 0.03% of the portfolio, ranked #461.

&Partners first reported a position in PRU in Q1 2021 and has held it in 18 quarters since. The position peaked at $6.44M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • &Partners held 64,599 shares of Prudential Financial worth $6.35M as of Q1 2026.
  • &Partners bought 7,604 Prudential Financial shares in Q1 2026, an estimated $788K.
  • Prudential Financial made up 0.03% of &Partners's portfolio in Q1 2026, its #461 holding.
  • &Partners first reported a position in Prudential Financial in Q1 2021 and has held it in 18 quarters since.
  • &Partners's Prudential Financial position peaked at $6.44M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.