Plato Investment Management’s Prudential Financial PRU Stock Holding History

Plato Investment 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	$1.96M	Hold	20,007	–	–	0.13%	167
2025 Q4	$2.27M	Sell	20,007 -1,742	-8%	-$187K	0.15%	144
2025 Q3	$2.24M	Buy	21,749 +1,513	+7%	+$159K	0.15%	141
2025 Q2	$2.17M	Buy	20,236 +22	+0.1%	+$2.28K	0.16%	144
2025 Q1	$2.28M	Sell	20,214 -5,733	-22%	-$653K	0.19%	128
2024 Q4	$3.09M	Buy	25,947 +24	+0.1%	+$2.96K	0.23%	100
2024 Q3	$3.14M	Buy	25,923 +5,629	+28%	+$665K	0.25%	97
2024 Q2	$2.38M	Buy	20,294 +18,316	+926%	+$2.11M	0.22%	106
2024 Q1	$232K	Sell	1,978 -1,040	-34%	-$112K	0.02%	310
2023 Q4	$313K	Buy	+3,018	New	+$289K	0.38%	64

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

Plato Investment Management's PRU Position: Q1 2026 in Review

Plato Investment Management held its Prudential Financial (PRU) position steady in Q1 2026 at 20,007 shares worth $1.96M. The position accounts for 0.13% of the portfolio, ranked #167.

Plato Investment Management first reported a position in PRU in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.14M in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Plato Investment Management held 20,007 shares of Prudential Financial worth $1.96M as of Q1 2026.
Plato Investment Management left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up 0.13% of Plato Investment Management's portfolio in Q1 2026, its #167 holding.
Plato Investment Management first reported a position in Prudential Financial in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Prudential Financial position peaked at $3.14M in Q3 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.