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Sagespring Wealth Partners’s Prudential Financial PRU Stock Holding History

Sagespring 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 		$591K Sell
6,048
-863
-12% -$89.4K 0.01% 455
2025
Q4 		$780K Buy
6,911
+1,009
+17% +$108K 0.01% 356
2025
Q3 		$612K Buy
5,902
+446
+8% +$47K 0.01% 416
2025
Q2 		$586K Sell
5,456
-583
-10% -$60.4K 0.01% 391
2025
Q1 		$674K Buy
6,039
+1,154
+24% +$131K 0.02% 323
2024
Q4 		$579K Buy
+4,885
New +$603K 0.02% 316

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

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

Sagespring Wealth Partners reduced its Prudential Financial (PRU) stake by 12% in Q1 2026, selling an estimated $89.4K and leaving 6,048 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #455.

Sagespring Wealth Partners first reported a position in PRU in Q4 2024 and has held it in 6 quarters since. The position peaked at $780K in Q4 2025. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Sagespring Wealth Partners held 6,048 shares of Prudential Financial worth $591K as of Q1 2026.
  • Sagespring Wealth Partners sold 863 Prudential Financial shares in Q1 2026, an estimated $89.4K.
  • Prudential Financial made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #455 holding.
  • Sagespring Wealth Partners first reported a position in Prudential Financial in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Prudential Financial position peaked at $780K in Q4 2025.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.