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Ridgewood Investments’s Prudential Financial PRU Stock Holding History

Ridgewood Investments’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 		$1.14M Buy
+11,621
New +$1.2M 0.46% 65
2025
Q3 		$461K Buy
4,440
+4,298
+3,027% +$453K 0.19% 133
2025
Q2 		$15.3K Buy
+142
New +$14.7K 0.01% 472
2024
Q3 		– Sell
-24
Closed -$2.81K – 779
2024
Q2 		$2.81K Buy
+24
New +$2.77K ﹤0.01% 645
2024
Q1 		– Sell
-9,660
Closed -$1M – 218
2023
Q4 		$1M Sell
9,660
-3,845
-28% -$369K 0.59% 53
2023
Q3 		$1.28M Sell
13,505
-2,047
-13% -$194K 0.84% 28
2023
Q2 		$1.37M Buy
15,552
+568
+4% +$47.5K 0.78% 25
2023
Q1 		$1.24M Sell
14,984
-616
-4% -$58.8K 0.76% 27
2022
Q4 		$1.55M Sell
15,600
-4
-0% -$405 1.1% 13
2022
Q3 		$1.34M Buy
15,604
+251
+2% +$24.2K 1.12% 17
2022
Q2 		$1.47M Sell
15,353
-1
-0% -$106 1.16% 13
2022
Q1 		$1.81M Buy
15,354
+805
+6% +$91.5K 1.19% 13
2021
Q4 		$1.57M Hold
14,549
– – 1% 17
2021
Q3 		$1.53M Sell
14,549
-107
-0.7% -$11K 1.04% 17
2021
Q2 		$1.5M Buy
14,656
+1,723
+13% +$176K 0.96% 17
2021
Q1 		$1.18M Buy
12,933
+1,264
+11% +$108K 0.72% 39
2020
Q4 		$741K Hold
11,669
– – 0.58% 52
2020
Q3 		$741K Sell
11,669
-1,070
-8% -$70.3K 0.58% 53
2020
Q2 		$776K Sell
12,739
-763
-6% -$44.8K 0.64% 42
2020
Q1 		$704K Buy
13,502
+1,923
+17% +$153K 0.71% 35
2019
Q4 		$1.08M Buy
11,579
+1,532
+15% +$141K 0.77% 29
2019
Q3 		$904K Buy
10,047
+3,269
+48% +$296K 0.7% 36
2019
Q2 		$685K Buy
6,778
+2,021
+42% +$201K 0.54% 48
2019
Q1 		$437K Buy
4,757
+2,566
+117% +$237K 0.36% 83
2018
Q4 		$222K Hold
2,191
– – 0.18% 149
2018
Q3 		$222K Buy
+2,191
New +$216K 0.18% 150

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

Ridgewood Investments's PRU Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Prudential Financial (PRU) in Q1 2026: 11,621 shares worth $1.14M. The stake represents 0.46% of the portfolio and ranks #65 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in PRU as recently as Q3 2025.

Ridgewood Investments first reported a position in PRU in Q3 2018 and has held it in 26 quarters since. The position peaked at $1.81M in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Ridgewood Investments held 11,621 shares of Prudential Financial worth $1.14M as of Q1 2026.
  • Prudential Financial was a new Ridgewood Investments position in Q1 2026.
  • Prudential Financial made up 0.46% of Ridgewood Investments's portfolio in Q1 2026, its #65 holding.
  • Ridgewood Investments first reported a position in Prudential Financial in Q3 2018 and has held it in 26 quarters since.
  • Ridgewood Investments's Prudential Financial position peaked at $1.81M in Q1 2022.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.