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PDS Planning’s Prudential Financial PRU Stock Holding History

PDS Planning’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 		– Sell
-2,398
Closed -$271K – 584
2025
Q4 		$271K Sell
2,398
-26
-1% -$2.79K 0.02% 415
2025
Q3 		$251K Sell
2,424
-244
-9% -$25.7K 0.02% 427
2025
Q2 		$287K Buy
2,668
+613
+30% +$63.5K 0.02% 368
2025
Q1 		$230K Buy
2,055
+11
+0.5% +$1.25K 0.02% 395
2024
Q4 		$242K Buy
2,044
+1
+0% +$123 0.02% 353
2024
Q3 		$247K Buy
2,043
+125
+7% +$14.8K 0.02% 352
2024
Q2 		$225K Hold
1,918
– – 0.02% 337
2024
Q1 		$225K Sell
1,918
-72
-4% -$7.76K 0.02% 335
2023
Q4 		$206K Buy
+1,990
New +$191K 0.02% 332

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

PDS Planning's PRU Position: Q1 2026 in Review

PDS Planning sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 2,398 shares — an estimated $271K sold.

PDS Planning first reported a position in PRU in Q4 2023 and held it in 9 quarters. The position peaked at $287K in Q2 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • PDS Planning reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • PDS Planning sold 2,398 Prudential Financial shares in Q1 2026, an estimated $271K.
  • PDS Planning first reported a position in Prudential Financial in Q4 2023 and held it in 9 quarters.
  • PDS Planning's Prudential Financial position peaked at $287K in Q2 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.