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Summit Trail Advisors’s Prudential Financial PRU Stock Holding History

Summit Trail Advisors’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 		$1.52M Buy
15,606
+1,971
+14% +$204K 0.02% 715
2025
Q4 		$1.54M Sell
13,635
-1,161
-8% -$124K 0.03% 571
2025
Q3 		$1.53M Buy
+14,796
New +$1.56M 0.02% 588
2024
Q4 		– Sell
-2,939
Closed -$356K – 673
2024
Q3 		$356K Buy
2,939
+367
+14% +$43.4K 0.01% 496
2024
Q2 		$301K Sell
2,572
-116
-4% -$13.4K 0.01% 492
2024
Q1 		$316K Buy
2,688
+346
+15% +$37.3K 0.01% 441
2023
Q4 		$243K Sell
2,342
-462
-16% -$44.3K 0.01% 451
2023
Q3 		$266K Buy
2,804
+110
+4% +$10.4K 0.01% 409
2023
Q2 		$238K Buy
+2,694
New +$225K 0.01% 429
2018
Q1 		– Sell
-1,738
Closed -$215K – 1351
2017
Q4 		$215K Buy
+1,738
New +$195K 0.03% 403

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

Summit Trail Advisors's PRU Position: Q1 2026 in Review

Summit Trail Advisors increased its Prudential Financial (PRU) stake by 14% in Q1 2026, buying an estimated $204K and bringing the position to 15,606 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #715.

Summit Trail Advisors first reported a position in PRU in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.54M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Summit Trail Advisors held 15,606 shares of Prudential Financial worth $1.52M as of Q1 2026.
  • Summit Trail Advisors bought 1,971 Prudential Financial shares in Q1 2026, an estimated $204K.
  • Prudential Financial made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #715 holding.
  • Summit Trail Advisors first reported a position in Prudential Financial in Q4 2017 and has held it in 10 quarters since.
  • Summit Trail Advisors's Prudential Financial position peaked at $1.54M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.