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Silver Oak Securities’s Prudential Financial PRU Stock Holding History

Silver Oak Securities’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 		– Sell
-1,874
Closed -$213K – 840
2025
Q4 		$213K Buy
+1,874
New +$201K 0.01% 740
2025
Q3 		– Sell
-1,864
Closed -$200K – 810
2025
Q2 		$200K Buy
+1,864
New +$193K 0.02% 644

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Silver Oak Securities's PRU Position: Q1 2026 in Review

Silver Oak Securities sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,874 shares — an estimated $213K sold.

Silver Oak Securities first reported a position in PRU in Q2 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 1,362 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Silver Oak Securities reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 1,874 Prudential Financial shares in Q1 2026, an estimated $213K.
  • Silver Oak Securities first reported a position in Prudential Financial in Q2 2025 and held it in 2 quarters.
  • Silver Oak Securities's Prudential Financial position peaked at $213K in Q4 2025.
  • 1,362 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.