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Patten & Patten’s Prudential Financial PRU Stock Holding History

Patten & Patten’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 		$1.12M Sell
11,428
-982
-8% -$102K 0.07% 172
2025
Q4 		$1.4M Sell
12,410
-598
-5% -$64.1K 0.08% 157
2025
Q3 		$1.35M Sell
13,008
-513
-4% -$54K 0.08% 163
2025
Q2 		$1.45M Sell
13,521
-48
-0.4% -$4.97K 0.09% 148
2025
Q1 		$1.52M Sell
13,569
-581
-4% -$66.2K 0.1% 137
2024
Q4 		$1.68M Buy
14,150
+245
+2% +$30.2K 0.11% 128
2024
Q3 		$1.68M Sell
13,905
-1,745
-11% -$206K 0.11% 128
2024
Q2 		$1.83M Sell
15,650
-200
-1% -$23.1K 0.13% 119
2024
Q1 		$1.86M Buy
15,850
+300
+2% +$32.3K 0.13% 123
2023
Q4 		$1.61M Buy
15,550
+11
+0.1% +$1.05K 0.13% 118
2023
Q3 		$1.47M Hold
15,539
– – 0.13% 121
2023
Q2 		$1.37M Buy
15,539
+1,865
+14% +$156K 0.11% 123
2023
Q1 		$1.13M Buy
13,674
+3,810
+39% +$364K 0.1% 132
2022
Q4 		$981K Hold
9,864
– – 0.09% 143
2022
Q3 		$846K Buy
9,864
+575
+6% +$55.4K 0.08% 152
2022
Q2 		$889K Buy
9,289
+265
+3% +$28K 0.08% 152
2022
Q1 		$1.07M Hold
9,024
– – 0.08% 149
2021
Q4 		$977K Sell
9,024
-875
-9% -$95K 0.07% 157
2021
Q3 		$1.04M Buy
9,899
+12
+0.1% +$1.24K 0.08% 147
2021
Q2 		$1.01M Hold
9,887
– – 0.08% 152
2021
Q1 		$901K Buy
9,887
+1,175
+13% +$101K 0.07% 158
2020
Q4 		$680K Buy
8,712
+140
+2% +$10.1K 0.06% 169
2020
Q3 		$544K Buy
8,572
+390
+5% +$25.6K 0.05% 172
2020
Q2 		$498K Buy
8,182
+87
+1% +$5.11K 0.05% 168
2020
Q1 		$422K Sell
8,095
-670
-8% -$53.3K 0.06% 167
2019
Q4 		$822K Buy
8,765
+635
+8% +$58.3K 0.08% 151
2019
Q3 		$731K Sell
8,130
-175
-2% -$15.9K 0.08% 152
2019
Q2 		$839K Hold
8,305
– – 0.09% 144
2019
Q1 		$763K Sell
8,305
-850
-9% -$78.4K 0.08% 145
2018
Q4 		$747K Hold
9,155
– – 0.09% 138
2018
Q3 		$928K Sell
9,155
-1,600
-15% -$158K 0.09% 141
2018
Q2 		$1.01M Sell
10,755
-900
-8% -$90.9K 0.1% 134
2018
Q1 		$1.21M Sell
11,655
-400
-3% -$45.1K 0.12% 122
2017
Q4 		$1.39M Sell
12,055
-400
-3% -$44.9K 0.14% 113
2017
Q3 		$1.32M Sell
12,455
-312
-2% -$33.4K 0.14% 109
2017
Q2 		$1.38M Sell
12,767
-120
-0.9% -$12.7K 0.15% 107
2017
Q1 		$1.38M Buy
12,887
+1,328
+11% +$143K 0.16% 108
2016
Q4 		$1.2M Sell
11,559
-300
-3% -$28.4K 0.15% 105
2016
Q3 		$968K Buy
11,859
+19
+0.2% +$1.46K 0.12% 118
2016
Q2 		$845K Sell
11,840
-2,715
-19% -$205K 0.12% 120
2016
Q1 		$1.05M Sell
14,555
-5,350
-27% -$373K 0.15% 106
2015
Q4 		$1.62M Sell
19,905
-150
-0.7% -$12.4K 0.22% 89
2015
Q3 		$1.53M Sell
20,055
-200
-1% -$16.8K 0.23% 89
2015
Q2 		$1.77M Sell
20,255
-69
-0.3% -$5.86K 0.26% 90
2015
Q1 		$1.63M Buy
20,324
+1,229
+6% +$99.6K 0.23% 94
2014
Q4 		$1.73M Hold
19,095
– – 0.26% 84
2014
Q3 		$1.68M Sell
19,095
-500
-3% -$44.7K 0.27% 88
2014
Q2 		$1.74M Sell
19,595
-9,831
-33% -$827K 0.28% 85
2014
Q1 		$2.49M Buy
29,426
+1
+0% +$86 0.34% 78
2013
Q4 		$2.71M Sell
29,425
-224
-0.8% -$19.1K 0.38% 69
2013
Q3 		$2.31M Buy
29,649
+7,432
+33% +$583K 0.36% 72
2013
Q2 		$1.62M Buy
+22,217
New +$1.44M 0.27% 86

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

Patten & Patten's PRU Position: Q1 2026 in Review

Patten & Patten reduced its Prudential Financial (PRU) stake by 7.9% in Q1 2026, selling an estimated $102K and leaving 11,428 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #172.

Patten & Patten first reported a position in PRU in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.71M in Q4 2013. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Patten & Patten held 11,428 shares of Prudential Financial worth $1.12M as of Q1 2026.
  • Patten & Patten sold 982 Prudential Financial shares in Q1 2026, an estimated $102K.
  • Prudential Financial made up 0.07% of Patten & Patten's portfolio in Q1 2026, its #172 holding.
  • Patten & Patten first reported a position in Prudential Financial in Q2 2013 and has held it in 52 quarters since.
  • Patten & Patten's Prudential Financial position peaked at $2.71M in Q4 2013.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.