TFC Financial Management’s Prudential Financial PRU Stock Holding History

TFC Financial 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	$4.05K	Sell	41 -1,328	-97%	-$138K	﹤0.01%	478
2025 Q4	$155K	Hold	1,369	–	–	0.02%	150
2025 Q3	$142K	Hold	1,369	–	–	0.02%	154
2025 Q2	$147K	Sell	1,369 -2	-0.1%	-$207	0.02%	155
2025 Q1	$153K	Hold	1,371	–	–	0.02%	148
2024 Q4	$163K	Hold	1,371	–	–	0.03%	140
2024 Q3	$166K	Hold	1,371	–	–	0.03%	141
2024 Q2	$161K	Hold	1,371	–	–	0.03%	136
2024 Q1	$161K	Buy	1,371 +2	+0.1%	+$216	0.03%	142
2023 Q4	$142K	Hold	1,369	–	–	0.03%	146
2023 Q3	$130K	Hold	1,369	–	–	0.03%	145
2023 Q2	$121K	Hold	1,369	–	–	0.03%	149
2023 Q1	$113K	Hold	1,369	–	–	0.03%	153
2022 Q4	$136K	Hold	1,369	–	–	0.04%	126
2022 Q3	$117K	Hold	1,369	–	–	0.04%	129
2022 Q2	$131K	Hold	1,369	–	–	0.04%	125
2022 Q1	$162K	Hold	1,369	–	–	0.05%	119
2021 Q4	$148K	Hold	1,369	–	–	0.04%	129
2021 Q3	$144K	Hold	1,369	–	–	0.05%	129
2021 Q2	$140K	Hold	1,369	–	–	0.05%	120
2021 Q1	$125K	Hold	1,369	–	–	0.05%	124
2020 Q4	$107K	Hold	1,369	–	–	0.05%	137
2020 Q3	$87K	Buy	+1,369	New	+$90K	0.04%	132

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

TFC Financial Management's PRU Position: Q1 2026 in Review

TFC Financial Management reduced its Prudential Financial (PRU) stake by 97% in Q1 2026, selling an estimated $138K and leaving 41 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

TFC Financial Management first reported a position in PRU in Q3 2020 and has held it in 23 quarters since. The position peaked at $166K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

TFC Financial Management held 41 shares of Prudential Financial worth $4.05K as of Q1 2026.
TFC Financial Management sold 1,328 Prudential Financial shares in Q1 2026, an estimated $138K.
Prudential Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #478 holding.
TFC Financial Management first reported a position in Prudential Financial in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Prudential Financial position peaked at $166K in Q3 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.