Shepherd Kaplan Krochuk’s Prudential Financial PRU Stock Holding History

Shepherd Kaplan Krochuk’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	$379K	Buy	3,880 +19	+0.5%	+$1.97K	0.32%	55
2025 Q4	$436K	Buy	+3,861	New	+$414K	0.36%	52
2022 Q3	–	Sell	-12,877	Closed	-$1.23M	–	178
2022 Q2	$1.23M	Sell	12,877 -163	-1%	-$17.3K	0.54%	42
2022 Q1	$1.54M	Sell	13,040 -590	-4%	-$67.1K	0.58%	37
2021 Q4	$1.48M	Buy	13,630 +187	+1%	+$20.3K	0.53%	42
2021 Q3	$1.41M	Sell	13,443 -659	-5%	-$67.9K	0.52%	37
2021 Q2	$1.45M	Buy	+14,102	New	+$1.44M	0.52%	38

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

Shepherd Kaplan Krochuk's PRU Position: Q1 2026 in Review

Shepherd Kaplan Krochuk increased its Prudential Financial (PRU) stake by 0.49% in Q1 2026, buying an estimated $1.97K and bringing the position to 3,880 shares worth $379K. The position accounts for 0.32% of the portfolio, ranked #55.

Shepherd Kaplan Krochuk first reported a position in PRU in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.54M in Q1 2022. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Shepherd Kaplan Krochuk held 3,880 shares of Prudential Financial worth $379K as of Q1 2026.
Shepherd Kaplan Krochuk bought 19 Prudential Financial shares in Q1 2026, an estimated $1.97K.
Prudential Financial made up 0.32% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #55 holding.
Shepherd Kaplan Krochuk first reported a position in Prudential Financial in Q2 2021 and has held it in 7 quarters since.
Shepherd Kaplan Krochuk's Prudential Financial position peaked at $1.54M in Q1 2022.
1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.