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Savvy Advisors Inc’s Prudential Financial PRU Stock Holding History

Savvy Advisors Inc’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 		$1.26M Buy
12,868
+1,029
+9% +$107K 0.03% 374
2025
Q4 		$1.34M Buy
11,839
+3,167
+37% +$340K 0.04% 312
2025
Q3 		$900K Buy
8,672
+780
+10% +$82.1K 0.04% 291
2025
Q2 		$848K Buy
7,892
+2,136
+37% +$221K 0.06% 243
2025
Q1 		$643K Buy
5,756
+793
+16% +$90.4K 0.06% 242
2024
Q4 		$588K Buy
+4,963
New +$613K 0.07% 225
2024
Q3 		– Sell
-1,924
Closed -$225K – 368
2024
Q2 		$225K Buy
+1,924
New +$222K 0.07% 268

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

Savvy Advisors Inc's PRU Position: Q1 2026 in Review

Savvy Advisors Inc increased its Prudential Financial (PRU) stake by 8.7% in Q1 2026, buying an estimated $107K and bringing the position to 12,868 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #374.

Savvy Advisors Inc first reported a position in PRU in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Savvy Advisors Inc held 12,868 shares of Prudential Financial worth $1.26M as of Q1 2026.
  • Savvy Advisors Inc bought 1,029 Prudential Financial shares in Q1 2026, an estimated $107K.
  • Prudential Financial made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #374 holding.
  • Savvy Advisors Inc first reported a position in Prudential Financial in Q2 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Prudential Financial position peaked at $1.34M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

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