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Turning Point Benefit Group’s Prudential Financial PRU Stock Holding History

Turning Point Benefit Group’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 		– Sell
-289
Closed -$32.6K – 616
2025
Q4 		$32.6K Buy
289
+78
+37% +$8.36K 0.02% 169
2025
Q3 		$21.7K Buy
+211
New +$22.2K 0.01% 181

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Turning Point Benefit Group's PRU Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 289 shares — an estimated $32.6K sold.

Turning Point Benefit Group first reported a position in PRU in Q3 2025 and held it in 2 quarters. The position peaked at $32.6K in Q4 2025. 1,362 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 289 Prudential Financial shares in Q1 2026, an estimated $32.6K.
  • Turning Point Benefit Group first reported a position in Prudential Financial in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Prudential Financial position peaked at $32.6K in Q4 2025.
  • 1,362 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.