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Prosperity Consulting Group’s Prudential Financial PRU Stock Holding History

Prosperity Consulting 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 		$1.01M Buy
10,338
+66
+0.6% +$6.83K 0.04% 247
2025
Q4 		$1.16M Buy
10,272
+2,730
+36% +$293K 0.05% 230
2025
Q3 		$782K Buy
7,542
+1,140
+18% +$120K 0.04% 282
2025
Q2 		$688K Sell
6,402
-1,089
-15% -$113K 0.05% 274
2025
Q1 		$837K Buy
7,491
+1,966
+36% +$224K 0.06% 246
2024
Q4 		$655K Buy
5,525
+1,643
+42% +$203K 0.05% 271
2024
Q3 		$470K Sell
3,882
-1,825
-32% -$216K 0.04% 318
2024
Q2 		$669K Buy
5,707
+43
+0.8% +$4.96K 0.09% 156
2024
Q1 		$665K Buy
5,664
+1,024
+22% +$110K 0.08% 157
2023
Q4 		$481K Buy
4,640
+2,163
+87% +$207K 0.16% 112
2023
Q3 		$235K Buy
+2,477
New +$234K 0.11% 126

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

Prosperity Consulting Group's PRU Position: Q1 2026 in Review

Prosperity Consulting Group increased its Prudential Financial (PRU) stake by 0.64% in Q1 2026, buying an estimated $6.83K and bringing the position to 10,338 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #247.

Prosperity Consulting Group first reported a position in PRU in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Prosperity Consulting Group held 10,338 shares of Prudential Financial worth $1.01M as of Q1 2026.
  • Prosperity Consulting Group bought 66 Prudential Financial shares in Q1 2026, an estimated $6.83K.
  • Prudential Financial made up 0.04% of Prosperity Consulting Group's portfolio in Q1 2026, its #247 holding.
  • Prosperity Consulting Group first reported a position in Prudential Financial in Q3 2023 and has held it in 11 quarters since.
  • Prosperity Consulting Group's Prudential Financial position peaked at $1.16M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.