Pinnacle West Asset Management’s Prudential Financial PRU Stock Holding History

Pinnacle West Asset Management’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	$540K	Sell	5,530 -100	-2%	-$10.4K	0.37%	72
2025 Q4	$636K	Sell	5,630 -100	-2%	-$10.7K	0.41%	66
2025 Q3	$594K	Buy	5,730 +85	+2%	+$8.95K	0.38%	65
2025 Q2	$606K	Sell	5,645 -100	-2%	-$10.4K	0.42%	64
2025 Q1	$642K	Hold	5,745	–	–	0.46%	62
2024 Q4	$681K	Hold	5,745	–	–	0.49%	59
2024 Q3	$696K	Sell	5,745 -50	-0.9%	-$5.91K	0.5%	64
2024 Q2	$679K	Hold	5,795	–	–	0.53%	56
2024 Q1	$680K	Sell	5,795 -50	-0.9%	-$5.39K	0.54%	56
2023 Q4	$606K	Buy	5,845 +260	+5%	+$24.9K	0.52%	60
2023 Q3	$530K	Buy	5,585 +275	+5%	+$26K	0.52%	62
2023 Q2	$468K	Buy	5,310 +310	+6%	+$25.9K	0.45%	69
2023 Q1	$414K	Buy	+5,000	New	+$477K	0.43%	72

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle West Asset Management's PRU Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Prudential Financial (PRU) stake by 1.8% in Q1 2026, selling an estimated $10.4K and leaving 5,530 shares worth $540K. The position accounts for 0.37% of the portfolio, ranked #72.

Pinnacle West Asset Management first reported a position in PRU in Q1 2023 and has held it in 13 quarters since. The position peaked at $696K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Pinnacle West Asset Management held 5,530 shares of Prudential Financial worth $540K as of Q1 2026.
Pinnacle West Asset Management sold 100 Prudential Financial shares in Q1 2026, an estimated $10.4K.
Prudential Financial made up 0.37% of Pinnacle West Asset Management's portfolio in Q1 2026, its #72 holding.
Pinnacle West Asset Management first reported a position in Prudential Financial in Q1 2023 and has held it in 13 quarters since.
Pinnacle West Asset Management's Prudential Financial position peaked at $696K in Q3 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.