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SkyOak Wealth’s Prudential Financial PRU Stock Holding History

SkyOak 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 		$687K Sell
7,031
-16
-0.2% -$1.66K 0.13% 107
2025
Q4 		$795K Sell
7,047
-80
-1% -$8.58K 0.14% 97
2025
Q3 		$739K Sell
7,127
-616
-8% -$64.9K 0.14% 98
2025
Q2 		$832K Sell
7,743
-1,003
-11% -$104K 0.17% 88
2025
Q1 		$977K Sell
8,746
-769
-8% -$87.6K 0.21% 76
2024
Q4 		$1.13M Sell
9,515
-415
-4% -$51.2K 0.24% 70
2024
Q3 		$1.2M Sell
9,930
-415
-4% -$49.1K 0.27% 69
2024
Q2 		$1.21M Sell
10,345
-456
-4% -$52.6K 0.28% 67
2024
Q1 		$1.27M Sell
10,801
-163
-1% -$17.6K 0.3% 66
2023
Q4 		$1.14M Sell
10,964
-607
-5% -$58.2K 0.3% 69
2023
Q3 		$1.1M Sell
11,571
-156
-1% -$14.8K 0.32% 65
2023
Q2 		$1.03M Sell
11,727
-1,986
-14% -$166K 0.29% 72
2023
Q1 		$1.13M Sell
13,713
-65
-0.5% -$6.2K 0.35% 66
2022
Q4 		$1.37M Sell
13,778
-20
-0.1% -$2.03K 0.46% 56
2022
Q3 		$1.18M Sell
13,798
-399
-3% -$38.4K 0.42% 60
2022
Q2 		$1.36M Sell
14,197
-139
-1% -$14.7K 0.46% 58
2022
Q1 		$1.69M Sell
14,336
-163
-1% -$18.5K 0.47% 57
2021
Q4 		$1.57M Buy
14,499
+81
+0.6% +$8.8K 0.4% 68
2021
Q3 		$1.52M Buy
14,418
+121
+0.8% +$12.5K 0.41% 65
2021
Q2 		$1.47M Sell
14,297
-43
-0.3% -$4.39K 0.39% 66
2021
Q1 		$1.43M Sell
14,340
-1,139
-7% -$97.5K 0.4% 68
2020
Q4 		$1.21M Sell
15,479
-857
-5% -$61.9K 0.38% 72
2020
Q3 		$1.04M Buy
16,336
+71
+0.4% +$4.67K 0.37% 70
2020
Q2 		$991K Sell
16,265
-40
-0.2% -$2.35K 0.37% 68
2020
Q1 		$850K Sell
16,305
-185
-1% -$14.7K 0.43% 53
2019
Q4 		$1.55M Buy
+16,490
New +$1.51M 0.48% 51

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

SkyOak Wealth's PRU Position: Q1 2026 in Review

SkyOak Wealth reduced its Prudential Financial (PRU) stake by 0.23% in Q1 2026, selling an estimated $1.66K and leaving 7,031 shares worth $687K. The position accounts for 0.13% of the portfolio, ranked #107.

SkyOak Wealth first reported a position in PRU in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.69M in Q1 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • SkyOak Wealth held 7,031 shares of Prudential Financial worth $687K as of Q1 2026.
  • SkyOak Wealth sold 16 Prudential Financial shares in Q1 2026, an estimated $1.66K.
  • Prudential Financial made up 0.13% of SkyOak Wealth's portfolio in Q1 2026, its #107 holding.
  • SkyOak Wealth first reported a position in Prudential Financial in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's Prudential Financial position peaked at $1.69M in Q1 2022.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

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