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Regal Investment Advisors’s Prudential Financial PRU Stock Holding History

Regal Investment Advisors’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 		$1.24M Sell
12,734
-250
-2% -$25.9K 0.07% 250
2025
Q4 		$1.47M Sell
12,984
-47
-0.4% -$5.04K 0.09% 231
2025
Q3 		$1.35M Sell
13,031
-86
-0.7% -$9.06K 0.09% 218
2025
Q2 		$1.41M Sell
13,117
-395
-3% -$40.9K 0.11% 192
2025
Q1 		$1.51M Sell
13,512
-14
-0.1% -$1.59K 0.12% 174
2024
Q4 		$1.6M Buy
13,526
+37
+0.3% +$4.57K 0.12% 182
2024
Q3 		$1.63M Sell
13,489
-1,341
-9% -$159K 0.11% 194
2024
Q2 		$1.74M Sell
14,830
-293
-2% -$33.8K 0.11% 193
2024
Q1 		$1.78M Buy
15,123
+4,212
+39% +$454K 0.12% 184
2023
Q4 		$1.13M Buy
10,911
+7,601
+230% +$729K 0.09% 209
2023
Q3 		$314K Sell
3,310
-2
-0.1% -$189 0.03% 383
2023
Q2 		$292K Sell
3,312
-1,277
-28% -$107K 0.02% 399
2023
Q1 		$380K Buy
4,589
+381
+9% +$36.4K 0.03% 342
2022
Q4 		$418K Buy
4,208
+868
+26% +$87.9K 0.04% 310
2022
Q3 		$287K Sell
3,340
-1,317
-28% -$127K 0.03% 375
2022
Q2 		$446K Sell
4,657
-279
-6% -$29.5K 0.05% 301
2022
Q1 		$583K Buy
4,936
+336
+7% +$38.2K 0.05% 286
2021
Q4 		$498K Buy
4,600
+269
+6% +$29.2K 0.04% 332
2021
Q3 		$456K Buy
4,331
+305
+8% +$31.4K 0.04% 342
2021
Q2 		$413K Buy
+4,026
New +$411K 0.04% 357
2015
Q4 		– Sell
-328
Closed -$24K – 729
2015
Q3 		$24K Buy
328
+128
+64% +$10.7K 0.01% 533
2015
Q2 		$17K Hold
200
– – ﹤0.01% 582
2015
Q1 		$16K Buy
200
+100
+100% +$8.1K ﹤0.01% 600
2014
Q4 		$9K Sell
100
-100
-50% -$8.59K ﹤0.01% 653
2014
Q3 		$18K Buy
200
+100
+100% +$8.94K 0.01% 576
2014
Q2 		$9K Hold
100
– – ﹤0.01% 694
2014
Q1 		$8K Hold
100
– – ﹤0.01% 677
2013
Q4 		$9K Sell
100
-7
-7% -$598 0.01% 609
2013
Q3 		$8K Hold
107
– – ﹤0.01% 646
2013
Q2 		$8K Buy
+107
New +$6.94K ﹤0.01% 636

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

Regal Investment Advisors's PRU Position: Q1 2026 in Review

Regal Investment Advisors reduced its Prudential Financial (PRU) stake by 1.9% in Q1 2026, selling an estimated $25.9K and leaving 12,734 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #250.

Regal Investment Advisors first reported a position in PRU in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.78M in Q1 2024. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Regal Investment Advisors held 12,734 shares of Prudential Financial worth $1.24M as of Q1 2026.
  • Regal Investment Advisors sold 250 Prudential Financial shares in Q1 2026, an estimated $25.9K.
  • Prudential Financial made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #250 holding.
  • Regal Investment Advisors first reported a position in Prudential Financial in Q2 2013 and has held it in 30 quarters since.
  • Regal Investment Advisors's Prudential Financial position peaked at $1.78M in Q1 2024.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.