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Synergy Investment Management’s Prudential Financial PRU Stock Holding History

Synergy Investment Management’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 		$21.5K Buy
+220
New +$22.8K 0.01% 395
2025
Q2 		– Sell
-200
Closed -$22.3K – 436
2025
Q1 		$22.3K Hold
200
– – 0.01% 299
2024
Q4 		$23.7K Buy
+200
New +$24.7K 0.01% 306

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

Synergy Investment Management's PRU Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Prudential Financial (PRU) in Q1 2026: 220 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in PRU as recently as Q1 2025.

Synergy Investment Management first reported a position in PRU in Q4 2024 and has held it in 3 quarters since. The position peaked at $23.7K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Synergy Investment Management held 220 shares of Prudential Financial worth $21.5K as of Q1 2026.
  • Prudential Financial was a new Synergy Investment Management position in Q1 2026.
  • Prudential Financial made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #395 holding.
  • Synergy Investment Management first reported a position in Prudential Financial in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Prudential Financial position peaked at $23.7K in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.