TWPM
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Total Wealth Planning & Management’s Prudential Financial PRU Stock Holding History

Total Wealth Planning & 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 		$449K Hold
4,600
– – 0.33% 105
2025
Q4 		$519K Buy
+4,600
New +$493K 0.39% 76
2025
Q2 		$494K Hold
4,600
– – 0.4% 76
2025
Q1 		$514K Hold
4,600
– – 0.49% 67
2024
Q4 		$545K Buy
+4,600
New +$568K 0.49% 59

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

Total Wealth Planning & Management's PRU Position: Q1 2026 in Review

Total Wealth Planning & Management held its Prudential Financial (PRU) position steady in Q1 2026 at 5,096 shares worth $498K. The position accounts for 0.37% of the portfolio, ranked #91.

Total Wealth Planning & Management first reported a position in PRU in Q4 2024 and has held it in 5 quarters since. The position peaked at $604K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Total Wealth Planning & Management held 5,096 shares of Prudential Financial worth $498K as of Q1 2026.
  • Total Wealth Planning & Management left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up 0.37% of Total Wealth Planning & Management's portfolio in Q1 2026, its #91 holding.
  • Total Wealth Planning & Management first reported a position in Prudential Financial in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Prudential Financial position peaked at $604K in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.