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Pinnacle Wealth Management Advisory Group’s Prudential Financial PRU Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-2,304
Closed -$260K – 581
2025
Q4 		$260K Buy
+2,304
New +$247K 0.02% 446
2025
Q2 		– Sell
-2,108
Closed -$235K – 382
2025
Q1 		$235K Buy
2,108
+241
+13% +$27.5K 0.02% 312
2024
Q4 		$221K Buy
1,867
+65
+4% +$8.03K 0.02% 332
2024
Q3 		$218K Buy
1,802
+3
+0.2% +$355 0.02% 331
2024
Q2 		$211K Buy
+1,799
New +$208K 0.02% 330

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

Pinnacle Wealth Management Advisory Group's PRU Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 2,304 shares — an estimated $260K sold.

Pinnacle Wealth Management Advisory Group first reported a position in PRU in Q2 2024 and held it in 5 quarters. The position peaked at $260K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 2,304 Prudential Financial shares in Q1 2026, an estimated $260K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Prudential Financial in Q2 2024 and held it in 5 quarters.
  • Pinnacle Wealth Management Advisory Group's Prudential Financial position peaked at $260K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.