Transcend Capital Advisors’s Prudential Financial PRU Stock Holding History

Transcend Capital Advisors’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	$434K	Buy	4,440 +265	+6%	+$27.4K	0.03%	416
2025 Q4	$471K	Buy	4,175 +98	+2%	+$10.5K	0.04%	374
2025 Q3	$423K	Buy	4,077 +276	+7%	+$29.1K	0.03%	418
2025 Q2	$408K	Sell	3,801 -255	-6%	-$26.4K	0.03%	369
2025 Q1	$453K	Buy	4,056 +21	+0.5%	+$2.39K	0.03%	377
2024 Q4	$478K	Sell	4,035 -400	-9%	-$49.4K	0.03%	354
2024 Q3	$537K	Sell	4,435 -1	-0%	-$118	0.04%	375
2024 Q2	$520K	Sell	4,436 -96	-2%	-$11.1K	0.04%	347
2024 Q1	$532K	Buy	+4,532	New	+$488K	0.04%	308

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

Transcend Capital Advisors's PRU Position: Q1 2026 in Review

Transcend Capital Advisors increased its Prudential Financial (PRU) stake by 6.3% in Q1 2026, buying an estimated $27.4K and bringing the position to 4,440 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #416.

Transcend Capital Advisors first reported a position in PRU in Q1 2024 and has held it in 9 quarters since. The position peaked at $537K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Transcend Capital Advisors held 4,440 shares of Prudential Financial worth $434K as of Q1 2026.
Transcend Capital Advisors bought 265 Prudential Financial shares in Q1 2026, an estimated $27.4K.
Prudential Financial made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #416 holding.
Transcend Capital Advisors first reported a position in Prudential Financial in Q1 2024 and has held it in 9 quarters since.
Transcend Capital Advisors's Prudential Financial position peaked at $537K in Q3 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.