Shufro Rose & Co’s Prudential Financial PRU Stock Holding History

Shufro Rose & Co’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	$293K	Hold	3,000	–	–	0.02%	237
2025 Q4	$339K	Sell	3,000 -563	-16%	-$60.4K	0.02%	218
2025 Q3	$398K	Hold	3,563	–	–	0.03%	207
2025 Q2	$398K	Hold	3,563	–	–	0.03%	202
2025 Q1	$398K	Hold	3,563	–	–	0.03%	206
2024 Q4	$422K	Buy	3,563 +494	+16%	+$61K	0.03%	190
2024 Q3	$360K	Hold	3,069	–	–	0.03%	217
2024 Q2	$360K	Buy	3,069 +306	+11%	+$35.3K	0.03%	217
2024 Q1	$324K	Hold	2,763	–	–	0.03%	223
2023 Q4	$262K	Hold	2,763	–	–	0.02%	235
2023 Q3	$262K	Sell	2,763 -28	-1%	-$2.65K	0.02%	235
2023 Q2	$246K	Hold	2,791	–	–	0.02%	248
2023 Q1	$231K	Sell	2,791 -3	-0.1%	-$286	0.02%	257
2022 Q4	$278K	Hold	2,794	–	–	0.02%	247
2022 Q3	$240K	Buy	+2,794	New	+$269K	0.02%	250

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

Shufro Rose & Co's PRU Position: Q1 2026 in Review

Shufro Rose & Co held its Prudential Financial (PRU) position steady in Q1 2026 at 3,000 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #237.

Shufro Rose & Co first reported a position in PRU in Q3 2022 and has held it in 15 quarters since. The position peaked at $422K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Shufro Rose & Co held 3,000 shares of Prudential Financial worth $293K as of Q1 2026.
Shufro Rose & Co left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #237 holding.
Shufro Rose & Co first reported a position in Prudential Financial in Q3 2022 and has held it in 15 quarters since.
Shufro Rose & Co's Prudential Financial position peaked at $422K in Q4 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.