Strategic Wealth Partners’s Prudential Financial PRU Stock Holding History

Strategic Wealth Partners’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	$28.3K	Sell	290 -11	-4%	-$1.14K	﹤0.01%	631
2025 Q4	$34K	Sell	301 -480	-61%	-$51.5K	﹤0.01%	590
2025 Q3	$81K	Sell	781 -890	-53%	-$93.7K	0.01%	475
2025 Q2	$180K	Buy	+1,671	New	+$173K	0.01%	326
2019 Q4	–	Sell	-28	Closed	-$2	–	405
2019 Q3	$2	Hold	28	–	–	﹤0.01%	694
2019 Q2	$2K	Hold	28	–	–	﹤0.01%	703
2019 Q1	$3K	Hold	28	–	–	﹤0.01%	706
2018 Q4	$2K	Hold	28	–	–	﹤0.01%	644
2018 Q3	$3K	Hold	28	–	–	﹤0.01%	590
2018 Q2	$3K	Sell	28 -28	-50%	-$2.83K	﹤0.01%	673
2018 Q1	$6K	Buy	56 +15	+37%	+$1.69K	﹤0.01%	619
2017 Q4	$5K	Buy	+41	New	+$4.6K	﹤0.01%	616

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Wealth Partners's PRU Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Prudential Financial (PRU) stake by 3.7% in Q1 2026, selling an estimated $1.14K and leaving 290 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Strategic Wealth Partners first reported a position in PRU in Q4 2017 and has held it in 12 quarters since. The position peaked at $180K in Q2 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Strategic Wealth Partners held 290 shares of Prudential Financial worth $28.3K as of Q1 2026.
Strategic Wealth Partners sold 11 Prudential Financial shares in Q1 2026, an estimated $1.14K.
Prudential Financial made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #631 holding.
Strategic Wealth Partners first reported a position in Prudential Financial in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Prudential Financial position peaked at $180K in Q2 2025.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.