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RWA Wealth Partners’s Prudential Financial PRU Stock Holding History

RWA Wealth 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 		– Sell
-4,794
Closed -$541K – 634
2025
Q4 		$541K Buy
4,794
+2,186
+84% +$234K 0.01% 431
2025
Q3 		$271K Sell
2,608
-456
-15% -$48K ﹤0.01% 543
2025
Q2 		$329K Sell
3,064
-93
-3% -$9.64K ﹤0.01% 495
2025
Q1 		$353K Sell
3,157
-44
-1% -$5.01K ﹤0.01% 455
2024
Q4 		$379K Sell
3,201
-97
-3% -$12K ﹤0.01% 451
2024
Q3 		$399K Buy
3,298
+24
+0.7% +$2.84K 0.01% 435
2024
Q2 		$384K Buy
+3,274
New +$378K 0.01% 419
2019
Q2 		– Sell
-29,378
Closed -$2.7M – 239
2019
Q1 		$2.7M Buy
29,378
+685
+2% +$63.2K 0.31% 81
2018
Q4 		$2.34M Buy
28,693
+1,787
+7% +$165K 0.31% 76
2018
Q3 		$2.73M Buy
26,906
+1,232
+5% +$121K 0.31% 75
2018
Q2 		$2.4M Buy
25,674
+1,318
+5% +$133K 0.27% 90
2018
Q1 		$2.52M Sell
24,356
-90
-0.4% -$10.1K 0.32% 76
2017
Q4 		$2.81M Sell
24,446
-1,588
-6% -$178K 0.32% 83
2017
Q3 		$2.77M Buy
26,034
+2,172
+9% +$232K 0.31% 85
2017
Q2 		$2.58M Sell
23,862
-586
-2% -$62.2K 0.32% 77
2017
Q1 		$2.61M Buy
+24,448
New +$2.64M 0.34% 77

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RWA Wealth Partners's PRU Position: Q1 2026 in Review

RWA Wealth Partners sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 4,794 shares — an estimated $541K sold.

RWA Wealth Partners first reported a position in PRU in Q1 2017 and held it in 16 quarters. The position peaked at $2.81M in Q4 2017. 1,365 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • RWA Wealth Partners reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • RWA Wealth Partners sold 4,794 Prudential Financial shares in Q1 2026, an estimated $541K.
  • RWA Wealth Partners first reported a position in Prudential Financial in Q1 2017 and held it in 16 quarters.
  • RWA Wealth Partners's Prudential Financial position peaked at $2.81M in Q4 2017.
  • 1,365 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.