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Simplicity Wealth’s Prudential Financial PRU Stock Holding History

Simplicity Wealth’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 		$317K Buy
3,244
+64
+2% +$6.63K 0.02% 567
2025
Q4 		$359K Buy
+3,180
New +$341K 0.02% 513
2024
Q3 		– Sell
-8,440
Closed -$989K – 1026
2024
Q2 		$989K Sell
8,440
-206
-2% -$23.8K 0.02% 529
2024
Q1 		$1.02M Buy
+8,646
New +$932K 0.02% 511

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

Simplicity Wealth's PRU Position: Q1 2026 in Review

Simplicity Wealth increased its Prudential Financial (PRU) stake by 2% in Q1 2026, buying an estimated $6.63K and bringing the position to 3,244 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #567.

Simplicity Wealth first reported a position in PRU in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Simplicity Wealth held 3,244 shares of Prudential Financial worth $317K as of Q1 2026.
  • Simplicity Wealth bought 64 Prudential Financial shares in Q1 2026, an estimated $6.63K.
  • Prudential Financial made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #567 holding.
  • Simplicity Wealth first reported a position in Prudential Financial in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Prudential Financial position peaked at $1.02M in Q1 2024.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.