Signature Estate & Investment Advisors’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,952
Closed -$220K 662
2025
Q4
$220K Sell
1,952
-46
-2% -$4.93K ﹤0.01% 568
2025
Q3
$207K Sell
1,998
-31
-2% -$3.26K ﹤0.01% 571
2025
Q2
$218K Buy
2,029
+69
+4% +$7.15K 0.01% 538
2025
Q1
$219K Buy
1,960
+15
+0.8% +$1.71K 0.01% 509
2024
Q4
$231K Buy
1,945
+14
+0.7% +$1.73K 0.01% 477
2024
Q3
$234K Buy
1,931
+50
+3% +$5.91K 0.01% 467
2024
Q2
$220K Buy
+1,881
New +$217K 0.01% 469
2018
Q1
Sell
-19,020
Closed -$2.19M 160
2017
Q4
$2.19M Buy
19,020
+1,529
+9% +$172K 0.22% 64
2017
Q3
$1.86M Buy
17,491
+2,351
+16% +$251K 0.21% 64
2017
Q2
$1.64M Buy
15,140
+2,871
+23% +$305K 0.19% 58
2017
Q1
$1.31M Buy
12,269
+1,942
+19% +$210K 0.16% 65
2016
Q4
$1.07M Buy
+10,327
New +$979K 0.15% 67

Other funds holding PRU

Signature Estate & Investment Advisors's PRU Position: Q1 2026 in Review

Signature Estate & Investment Advisors sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,952 shares — an estimated $220K sold.

Signature Estate & Investment Advisors first reported a position in PRU in Q4 2016 and held it in 12 quarters. The position peaked at $2.19M in Q4 2017. 1,357 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Signature Estate & Investment Advisors reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 1,952 Prudential Financial shares in Q1 2026, an estimated $220K.
  • Signature Estate & Investment Advisors first reported a position in Prudential Financial in Q4 2016 and held it in 12 quarters.
  • Signature Estate & Investment Advisors's Prudential Financial position peaked at $2.19M in Q4 2017.
  • 1,357 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.