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Tripletail Wealth Management’s Prudential Financial PRU Stock Holding History

Tripletail Wealth 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 		$11K Hold
113
– – 0.02% 207
2025
Q4 		$12.8K Sell
113
-67
-37% -$7.18K 0.02% 206
2025
Q3 		$18.8K Buy
+180
New +$19K 0.02% 224

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

Tripletail Wealth Management's PRU Position: Q1 2026 in Review

Tripletail Wealth Management held its Prudential Financial (PRU) position steady in Q1 2026 at 113 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #207.

Tripletail Wealth Management first reported a position in PRU in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.8K in Q3 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Tripletail Wealth Management held 113 shares of Prudential Financial worth $11K as of Q1 2026.
  • Tripletail Wealth Management left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up 0.02% of Tripletail Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Tripletail Wealth Management first reported a position in Prudential Financial in Q3 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's Prudential Financial position peaked at $18.8K in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.