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Root Financial Partners’s Prudential Financial PRU Stock Holding History

Root Financial 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 		$95.5K Sell
978
-304
-24% -$31.5K ﹤0.01% 583
2025
Q4 		$145K Buy
1,282
+63
+5% +$6.75K 0.01% 357
2025
Q3 		$126K Buy
+1,219
New +$128K 0.01% 368

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

Root Financial Partners's PRU Position: Q1 2026 in Review

Root Financial Partners reduced its Prudential Financial (PRU) stake by 24% in Q1 2026, selling an estimated $31.5K and leaving 978 shares worth $95.5K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Root Financial Partners first reported a position in PRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $145K in Q4 2025. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Root Financial Partners held 978 shares of Prudential Financial worth $95.5K as of Q1 2026.
  • Root Financial Partners sold 304 Prudential Financial shares in Q1 2026, an estimated $31.5K.
  • Prudential Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #583 holding.
  • Root Financial Partners first reported a position in Prudential Financial in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Prudential Financial position peaked at $145K in Q4 2025.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.