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Sunbelt Securities’s Prudential Financial PRU Stock Holding History

Sunbelt Securities’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 		$1.01M Buy
10,331
+927
+10% +$96K 0.06% 260
2025
Q4 		$1.06M Sell
9,404
-601
-6% -$64.4K 0.07% 231
2025
Q3 		$1.04M Sell
10,005
-4,561
-31% -$480K 0.07% 230
2025
Q2 		$1.73M Buy
14,566
+4,295
+42% +$445K 0.15% 125
2025
Q1 		$1.15M Sell
10,271
-4,295
-29% -$489K 0.1% 174
2024
Q4 		$1.72M Sell
14,566
-515
-3% -$63.6K 0.15% 128
2024
Q3 		$1.83M Sell
15,081
-1,147
-7% -$136K 0.18% 116
2024
Q2 		$1.9M Buy
16,228
+3,804
+31% +$439K 0.19% 102
2024
Q1 		$1.46M Sell
12,424
-581
-4% -$62.6K 0.16% 125
2023
Q4 		$1.35M Sell
13,005
-35
-0.3% -$3.36K 0.17% 138
2023
Q3 		$1.24M Sell
13,040
-996
-7% -$94.2K 0.17% 137
2023
Q2 		$1.24M Sell
14,036
-351
-2% -$29.4K 0.18% 128
2023
Q1 		$1.18M Sell
14,387
-131
-0.9% -$12.5K 0.19% 125
2022
Q4 		$1.44M Buy
14,518
+320
+2% +$32.4K 0.28% 90
2022
Q3 		$1.22M Sell
14,198
-456
-3% -$43.9K 0.26% 107
2022
Q2 		$1.4M Sell
14,654
-270
-2% -$28.6K 0.3% 91
2022
Q1 		$1.79M Sell
14,924
-6,982
-32% -$794K 0.33% 79
2021
Q4 		$2.66M Sell
21,906
-3,672
-14% -$399K 0.43% 57
2021
Q3 		$2.52M Hold
25,578
– – 0.45% 54
2021
Q2 		$2.52M Buy
25,578
+793
+3% +$81K 0.45% 54
2021
Q1 		$2.26M Buy
+24,785
New +$2.12M 0.44% 55

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

Sunbelt Securities's PRU Position: Q1 2026 in Review

Sunbelt Securities increased its Prudential Financial (PRU) stake by 9.9% in Q1 2026, buying an estimated $96K and bringing the position to 10,331 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #260.

Sunbelt Securities first reported a position in PRU in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.66M in Q4 2021. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Sunbelt Securities held 10,331 shares of Prudential Financial worth $1.01M as of Q1 2026.
  • Sunbelt Securities bought 927 Prudential Financial shares in Q1 2026, an estimated $96K.
  • Prudential Financial made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #260 holding.
  • Sunbelt Securities first reported a position in Prudential Financial in Q1 2021 and has held it in 21 quarters since.
  • Sunbelt Securities's Prudential Financial position peaked at $2.66M in Q4 2021.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.