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Sterling Financial Planning’s Prudential Financial PRU Stock Holding History

Sterling Financial Planning’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
-1,832
Closed -$207K – 122
2025
Q4 		$207K Sell
1,832
-157
-8% -$16.8K 0.06% 119
2025
Q3 		$206K Buy
1,989
+2
+0.1% +$211 0.07% 115
2025
Q2 		$213K Buy
1,987
+2
+0.1% +$207 0.07% 112
2025
Q1 		$222K Buy
+1,985
New +$226K 0.08% 103
2022
Q2 		– Sell
-2,306
Closed -$273K – 95
2022
Q1 		$273K Buy
+2,306
New +$262K 0.17% 80
2021
Q4 		– Sell
-774
Closed -$81K – 313
2021
Q3 		$81K Buy
774
+121
+19% +$12.5K 0.05% 142
2021
Q2 		$67K Buy
653
+2
+0.3% +$204 0.04% 148
2021
Q1 		$59K Buy
651
+326
+100% +$27.9K 0.04% 141
2020
Q4 		$25K Buy
+325
New +$23.5K 0.02% 198

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

Sterling Financial Planning's PRU Position: Q1 2026 in Review

Sterling Financial Planning sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,832 shares — an estimated $207K sold.

Sterling Financial Planning first reported a position in PRU in Q4 2020 and held it in 9 quarters. The position peaked at $273K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Sterling Financial Planning reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Sterling Financial Planning sold 1,832 Prudential Financial shares in Q1 2026, an estimated $207K.
  • Sterling Financial Planning first reported a position in Prudential Financial in Q4 2020 and held it in 9 quarters.
  • Sterling Financial Planning's Prudential Financial position peaked at $273K in Q1 2022.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.