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SFE Investment Counsel’s Prudential Financial PRU Stock Holding History

SFE Investment Counsel’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 		$8.37M Buy
85,685
+5,355
+7% +$555K 1.32% 24
2025
Q4 		$9.07M Buy
80,330
+5,347
+7% +$573K 1.39% 22
2025
Q3 		$7.78M Buy
74,983
+1,264
+2% +$133K 1.24% 28
2025
Q2 		$7.92M Buy
73,719
+8,896
+14% +$922K 1.39% 22
2025
Q1 		$7.24M Buy
64,823
+13,725
+27% +$1.56M 1.45% 23
2024
Q4 		$6.06M Buy
51,098
+925
+2% +$114K 1.29% 29
2024
Q3 		$6.08M Buy
50,173
+904
+2% +$107K 1.27% 31
2024
Q2 		$5.77M Buy
49,269
+25
+0.1% +$2.88K 1.28% 26
2024
Q1 		$5.78M Buy
49,244
+10,579
+27% +$1.14M 1.31% 24
2023
Q4 		$4.01M Sell
38,665
-3,276
-8% -$314K 1.04% 38
2023
Q3 		$3.98M Buy
41,941
+3,187
+8% +$301K 1.16% 36
2023
Q2 		$3.42M Buy
38,754
+4,102
+12% +$343K 0.97% 40
2023
Q1 		$2.89M Buy
34,652
+12,222
+54% +$1.17M 0.89% 40
2022
Q4 		$2.17M Buy
22,430
+310
+1% +$31.4K 0.68% 52
2022
Q3 		$1.9M Buy
22,120
+2,940
+15% +$283K 0.6% 55
2022
Q2 		$1.83M Buy
19,180
+6,700
+54% +$709K 0.55% 61
2022
Q1 		$1.48M Buy
12,480
+5,985
+92% +$681K 0.37% 75
2021
Q4 		$703K Buy
6,495
+2,595
+67% +$282K 0.18% 90
2021
Q3 		$410K Buy
+3,900
New +$402K 0.11% 99

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

SFE Investment Counsel's PRU Position: Q1 2026 in Review

SFE Investment Counsel increased its Prudential Financial (PRU) stake by 6.7% in Q1 2026, buying an estimated $555K and bringing the position to 85,685 shares worth $8.37M. The position accounts for 1.32% of the portfolio, ranked #24.

SFE Investment Counsel first reported a position in PRU in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.07M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • SFE Investment Counsel held 85,685 shares of Prudential Financial worth $8.37M as of Q1 2026.
  • SFE Investment Counsel bought 5,355 Prudential Financial shares in Q1 2026, an estimated $555K.
  • Prudential Financial made up 1.32% of SFE Investment Counsel's portfolio in Q1 2026, its #24 holding.
  • SFE Investment Counsel first reported a position in Prudential Financial in Q3 2021 and has held it in 19 quarters since.
  • SFE Investment Counsel's Prudential Financial position peaked at $9.07M in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.