Premier Path Wealth Partners’s Prudential Financial PRU Stock Holding History

Premier Path Wealth Partners’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	$405K	Buy	4,149 +883	+27%	+$91.4K	0.05%	302
2025 Q4	$369K	Buy	3,266 +193	+6%	+$20.7K	0.05%	293
2025 Q3	$319K	Sell	3,073 -125	-4%	-$13.2K	0.04%	322
2025 Q2	$344K	Sell	3,198 -576	-15%	-$59.7K	0.05%	303
2025 Q1	$421K	Sell	3,774 -5	-0.1%	-$570	0.07%	251
2024 Q4	$448K	Buy	3,779 +5	+0.1%	+$617	0.07%	243
2024 Q3	$457K	Buy	3,774 +25	+0.7%	+$2.96K	0.07%	240
2024 Q2	$439K	Buy	3,749 +33	+0.9%	+$3.81K	0.07%	242
2024 Q1	$436K	Buy	3,716 +175	+5%	+$18.9K	0.08%	224
2023 Q4	$367K	Buy	+3,541	New	+$340K	0.08%	224

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

Premier Path Wealth Partners's PRU Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Prudential Financial (PRU) stake by 27% in Q1 2026, buying an estimated $91.4K and bringing the position to 4,149 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #302.

Premier Path Wealth Partners first reported a position in PRU in Q4 2023 and has held it in 10 quarters since. The position peaked at $457K in Q3 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Premier Path Wealth Partners held 4,149 shares of Prudential Financial worth $405K as of Q1 2026.
Premier Path Wealth Partners bought 883 Prudential Financial shares in Q1 2026, an estimated $91.4K.
Prudential Financial made up 0.05% of Premier Path Wealth Partners's portfolio in Q1 2026, its #302 holding.
Premier Path Wealth Partners first reported a position in Prudential Financial in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Prudential Financial position peaked at $457K in Q3 2024.
1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.