PP
PRU icon

Patron Partners’s Prudential Financial PRU Stock Holding History

Patron 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 		$910K Buy
9,314
+1,847
+25% +$191K 0.4% 68
2025
Q4 		$843K Buy
7,467
+186
+3% +$19.9K 0.38% 73
2025
Q3 		$755K Buy
7,281
+372
+5% +$39.2K 0.34% 88
2025
Q2 		$742K Buy
6,909
+533
+8% +$55.2K 0.37% 82
2025
Q1 		$712K Buy
6,376
+764
+14% +$87.1K 0.39% 77
2024
Q4 		$665K Buy
5,612
+108
+2% +$13.3K 0.36% 80
2024
Q3 		$667K Sell
5,504
-95
-2% -$11.2K 0.37% 81
2024
Q2 		$656K Buy
5,599
+212
+4% +$24.5K 0.39% 70
2024
Q1 		$632K Buy
5,387
+154
+3% +$16.6K 0.39% 77
2023
Q4 		$543K Buy
5,233
+147
+3% +$14.1K 0.36% 86
2023
Q3 		$483K Buy
5,086
+119
+2% +$11.3K 0.36% 83
2023
Q2 		$438K Buy
4,967
+611
+14% +$51.1K 0.31% 96
2023
Q1 		$360K Buy
4,356
+56
+1% +$5.34K 0.27% 105
2022
Q4 		$428K Buy
4,300
+56
+1% +$5.67K 0.32% 83
2022
Q3 		$364K Buy
4,244
+358
+9% +$34.5K 0.3% 91
2022
Q2 		$372K Sell
3,886
-49
-1% -$5.19K 0.3% 91
2022
Q1 		$464K Buy
3,935
+355
+10% +$40.4K 0.32% 83
2021
Q4 		$387K Buy
3,580
+1,019
+40% +$111K 0.25% 110
2021
Q3 		$269K Buy
2,561
+188
+8% +$19.4K 0.2% 124
2021
Q2 		$243K Buy
+2,373
New +$242K 0.18% 138

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

Patron Partners's PRU Position: Q1 2026 in Review

Patron Partners increased its Prudential Financial (PRU) stake by 25% in Q1 2026, buying an estimated $191K and bringing the position to 9,314 shares worth $910K. The position accounts for 0.4% of the portfolio, ranked #68.

Patron Partners first reported a position in PRU in Q2 2021 and has held it in 20 quarters since. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Patron Partners held 9,314 shares of Prudential Financial worth $910K as of Q1 2026.
  • Patron Partners bought 1,847 Prudential Financial shares in Q1 2026, an estimated $191K.
  • Prudential Financial made up 0.4% of Patron Partners's portfolio in Q1 2026, its #68 holding.
  • Patron Partners first reported a position in Prudential Financial in Q2 2021 and has held it in 20 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Patron Partners's 13F filing for Q1 2026, filed 29 Apr 2026.