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Sage Mountain Advisors’s Prudential Financial PRU Stock Holding History

Sage Mountain 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 		– Sell
-3,530
Closed -$398K – 503
2025
Q4 		$398K Buy
3,530
+946
+37% +$101K 0.02% 325
2025
Q3 		$268K Buy
+2,584
New +$272K 0.02% 394
2025
Q1 		– Sell
-1,844
Closed -$219K – 512
2024
Q4 		$219K Sell
1,844
-27
-1% -$3.33K 0.02% 354
2024
Q3 		$227K Sell
1,871
-679
-27% -$80.3K 0.02% 360
2024
Q2 		$299K Buy
2,550
+490
+24% +$56.6K 0.03% 253
2024
Q1 		$242K Buy
+2,060
New +$222K 0.03% 286

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

Sage Mountain Advisors's PRU Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 3,530 shares — an estimated $398K sold.

Sage Mountain Advisors first reported a position in PRU in Q1 2024 and held it in 6 quarters. The position peaked at $398K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,530 Prudential Financial shares in Q1 2026, an estimated $398K.
  • Sage Mountain Advisors first reported a position in Prudential Financial in Q1 2024 and held it in 6 quarters.
  • Sage Mountain Advisors's Prudential Financial position peaked at $398K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.