QWM
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Quaker Wealth Management’s Prudential Financial PRU Stock Holding History

Quaker Wealth 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
2025
Q2 		– Sell
-106
Closed -$11.8K – 1498
2025
Q1 		$11.8K Buy
+106
New +$12.1K ﹤0.01% 285

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

Quaker Wealth Management's PRU Position: Q1 2026 in Review

Quaker Wealth Management reduced its Prudential Financial (PRU) stake by 3.7% in Q1 2026, selling an estimated $414 and leaving 105 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Quaker Wealth Management first reported a position in PRU in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.3K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Quaker Wealth Management held 105 shares of Prudential Financial worth $10.3K as of Q1 2026.
  • Quaker Wealth Management sold 4 Prudential Financial shares in Q1 2026, an estimated $414.
  • Prudential Financial made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #289 holding.
  • Quaker Wealth Management first reported a position in Prudential Financial in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Prudential Financial position peaked at $12.3K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.