Schwarz Dygos Wheeler Investment Advisors’s Prudential Financial PRU Stock Holding History

Schwarz Dygos Wheeler Investment 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	$299K	Hold	3,057	–	–	0.06%	129
2025 Q4	$345K	Hold	3,057	–	–	0.07%	121
2025 Q3	$317K	Hold	3,057	–	–	0.07%	129
2025 Q2	$328K	Hold	3,057	–	–	0.07%	127
2025 Q1	$341K	Hold	3,057	–	–	0.08%	123
2024 Q4	$362K	Sell	3,057 -33	-1%	-$4.07K	0.09%	118
2024 Q3	$374K	Hold	3,090	–	–	0.09%	108
2024 Q2	$362K	Hold	3,090	–	–	0.1%	107
2024 Q1	$363K	Hold	3,090	–	–	0.1%	110
2023 Q4	$320K	Sell	3,090 -350	-10%	-$33.6K	0.1%	114
2023 Q3	$326K	Hold	3,440	–	–	0.11%	108
2023 Q2	$303K	Sell	3,440 -27	-0.8%	-$2.26K	0.1%	110
2023 Q1	$287K	Hold	3,467	–	–	0.1%	109
2022 Q4	$345K	Buy	3,467 +27	+0.8%	+$2.73K	0.14%	95
2022 Q3	$295K	Hold	3,440	–	–	0.13%	92
2022 Q2	$329K	Sell	3,440 -265	-7%	-$28K	0.13%	94
2022 Q1	$438K	Hold	3,705	–	–	0.15%	90
2021 Q4	$401K	Hold	3,705	–	–	0.14%	91
2021 Q3	$390K	Sell	3,705 -414	-10%	-$42.7K	0.14%	90
2021 Q2	$422K	Sell	4,119 -403	-9%	-$41.2K	0.15%	85
2021 Q1	$412K	Hold	4,522	–	–	0.17%	83
2020 Q4	$353K	Buy	+4,522	New	+$327K	0.17%	77

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's PRU Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Prudential Financial (PRU) position steady in Q1 2026 at 3,057 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #129.

Schwarz Dygos Wheeler Investment Advisors first reported a position in PRU in Q4 2020 and has held it in 22 quarters since. The position peaked at $438K in Q1 2022. 1,356 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 3,057 shares of Prudential Financial worth $299K as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up 0.06% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #129 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 22 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Prudential Financial position peaked at $438K in Q1 2022.
1,356 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.