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Tacita Capital’s Prudential Financial PRU Stock Holding History

Tacita Capital’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 		$24.4K Hold
250
– – 0.01% 171
2025
Q4 		$28.2K Sell
250
-55
-18% -$5.9K 0.02% 166
2025
Q3 		$31.6K Hold
305
– – 0.02% 165
2025
Q2 		$32.8K Hold
305
– – 0.02% 164
2025
Q1 		$34.1K Hold
305
– – 0.02% 154
2024
Q4 		$36.2K Sell
305
-225
-42% -$27.8K 0.03% 148
2024
Q3 		$64.2K Buy
530
+135
+34% +$16K 0.04% 135
2024
Q2 		$46.3K Hold
395
– – 0.03% 150
2024
Q1 		$46.4K Hold
395
– – 0.03% 156
2023
Q4 		$41K Sell
395
-100
-20% -$9.59K 0.03% 156
2023
Q3 		$47K Sell
495
-100
-17% -$9.46K 0.04% 147
2023
Q2 		$52K Hold
595
– – 0.04% 140
2023
Q1 		$49K Buy
595
+200
+51% +$19.1K 0.04% 137
2022
Q4 		$39K Hold
395
– – 0.03% 146
2022
Q3 		$34K Hold
395
– – 0.03% 146
2022
Q2 		$38K Hold
395
– – 0.03% 150
2022
Q1 		$47K Sell
395
-175
-31% -$19.9K 0.03% 149
2021
Q4 		$62K Hold
570
– – 0.04% 126
2021
Q3 		$60K Hold
570
– – 0.04% 118
2021
Q2 		$58K Hold
570
– – 0.03% 126
2021
Q1 		$52K Sell
570
-150
-21% -$12.8K 0.03% 145
2020
Q4 		$56K Buy
+720
New +$52K 0.04% 143

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

Tacita Capital's PRU Position: Q1 2026 in Review

Tacita Capital held its Prudential Financial (PRU) position steady in Q1 2026 at 250 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #171.

Tacita Capital first reported a position in PRU in Q4 2020 and has held it in 22 quarters since. The position peaked at $64.2K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Tacita Capital held 250 shares of Prudential Financial worth $24.4K as of Q1 2026.
  • Tacita Capital left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up 0.01% of Tacita Capital's portfolio in Q1 2026, its #171 holding.
  • Tacita Capital first reported a position in Prudential Financial in Q4 2020 and has held it in 22 quarters since.
  • Tacita Capital's Prudential Financial position peaked at $64.2K in Q3 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.