Pinnacle Wealth Planning Services’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $471K | Sell |
4,822
-10
| -0.2% | -$1.04K | 0.05% | 227 |
|
|
2025
Q4 | $545K | Sell |
4,832
-282
| -6% | -$30.2K | 0.06% | 198 |
|
|
2025
Q3 | $531K | Buy |
5,114
+138
| +3% | +$14.5K | 0.06% | 201 |
|
|
2025
Q2 | $535K | Buy |
4,976
+115
| +2% | +$11.9K | 0.07% | 187 |
|
|
2025
Q1 | $543K | Sell |
4,861
-126
| -3% | -$14.4K | 0.08% | 151 |
|
|
2024
Q4 | $591K | Sell |
4,987
-531
| -10% | -$65.6K | 0.09% | 137 |
|
|
2024
Q3 | $668K | Sell |
5,518
-45
| -0.8% | -$5.32K | 0.09% | 142 |
|
|
2024
Q2 | $652K | Sell |
5,563
-35
| -0.6% | -$4.04K | 0.09% | 137 |
|
|
2024
Q1 | $657K | Buy |
5,598
+76
| +1% | +$8.19K | 0.1% | 139 |
|
|
2023
Q4 | $573K | Sell |
5,522
-98
| -2% | -$9.4K | 0.09% | 154 |
|
|
2023
Q3 | $533K | Sell |
5,620
-93
| -2% | -$8.8K | 0.09% | 148 |
|
|
2023
Q2 | $504K | Sell |
5,713
-182
| -3% | -$15.2K | 0.08% | 166 |
|
|
2023
Q1 | $488K | Buy |
5,895
+139
| +2% | +$13.3K | 0.08% | 181 |
|
|
2022
Q4 | $572K | Sell |
5,756
-466
| -7% | -$47.2K | 0.1% | 140 |
|
|
2022
Q3 | $534K | Buy |
6,222
+308
| +5% | +$29.6K | 0.1% | 132 |
|
|
2022
Q2 | $566K | Buy |
5,914
+375
| +7% | +$39.7K | 0.1% | 136 |
|
|
2022
Q1 | $655K | Sell |
5,539
-94
| -2% | -$10.7K | 0.12% | 135 |
|
|
2021
Q4 | $610K | Sell |
5,633
-101
| -2% | -$11K | 0.12% | 133 |
|
|
2021
Q3 | $603K | Sell |
5,734
-142
| -2% | -$14.6K | 0.13% | 118 |
|
|
2021
Q2 | $602K | Sell |
5,876
-29
| -0.5% | -$2.96K | 0.14% | 117 |
|
|
2021
Q1 | $538K | Buy |
5,905
+143
| +2% | +$12.2K | 0.14% | 119 |
|
|
2020
Q4 | $450K | Buy |
5,762
+214
| +4% | +$15.5K | 0.11% | 124 |
|
|
2020
Q3 | $353K | Buy |
5,548
+582
| +12% | +$38.3K | 0.12% | 135 |
|
|
2020
Q2 | $303K | Sell |
4,966
-463
| -9% | -$27.2K | 0.1% | 160 |
|
|
2020
Q1 | $282K | Buy |
5,429
+919
| +20% | +$73K | 0.13% | 142 |
|
|
2019
Q4 | $422K | Buy |
4,510
+1,752
| +64% | +$161K | 0.2% | 107 |
|
|
2019
Q3 | $248K | Sell |
2,758
-1,087
| -28% | -$98.5K | 0.14% | 146 |
|
|
2019
Q2 | $389K | Buy |
3,845
+31
| +0.8% | +$3.09K | 0.23% | 82 |
|
|
2019
Q1 | $351K | Buy |
3,814
+1,176
| +45% | +$108K | 0.24% | 83 |
|
|
2018
Q4 | $215K | Sell |
2,638
-397
| -13% | -$36.6K | 0.14% | 121 |
|
|
2018
Q3 | $308K | Buy |
3,035
+306
| +11% | +$30.2K | 0.28% | 120 |
|
|
2018
Q2 | $255K | Sell |
2,729
-926
| -25% | -$93.5K | 0.25% | 132 |
|
|
2018
Q1 | $379K | Buy |
3,655
+2,741
| +300% | +$309K | 0.39% | 88 |
|
|
2017
Q4 | $105K | Buy |
+914
| New | +$103K | 0.21% | 86 |
|
Other funds holding PRU
VCM
VPM
Pinnacle Wealth Planning Services's PRU Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Prudential Financial (PRU) stake by 0.21% in Q1 2026, selling an estimated $1.04K and leaving 4,822 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #227.
Pinnacle Wealth Planning Services first reported a position in PRU in Q4 2017 and has held it in 34 quarters since. The position peaked at $668K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- Pinnacle Wealth Planning Services held 4,822 shares of Prudential Financial worth $471K as of Q1 2026.
- Pinnacle Wealth Planning Services sold 10 Prudential Financial shares in Q1 2026, an estimated $1.04K.
- Prudential Financial made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #227 holding.
- Pinnacle Wealth Planning Services first reported a position in Prudential Financial in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Prudential Financial position peaked at $668K in Q3 2024.
- 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.