Valley Wealth Managers’s Prudential Financial PRU Stock Holding History

Valley Wealth Managers’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	$3.36M	Buy	34,358 +1,450	+4%	+$150K	0.22%	102
2025 Q4	$3.71M	Buy	32,908 +521	+2%	+$55.9K	0.24%	96
2025 Q3	$3.36M	Buy	32,387 +1,287	+4%	+$136K	0.22%	97
2025 Q2	$3.34M	Buy	31,100 +1,632	+6%	+$169K	0.24%	96
2025 Q1	$3.29M	Buy	29,468 +751	+3%	+$85.6K	0.25%	93
2024 Q4	$3.4M	Sell	28,717 -2,001	-7%	-$247K	0.25%	87
2024 Q3	$3.72M	Sell	30,718 -1,124	-4%	-$133K	0.28%	89
2024 Q2	$3.73M	Sell	31,842 -3,117	-9%	-$360K	0.3%	81
2024 Q1	$4.1M	Sell	34,959 -4,087	-10%	-$440K	0.31%	75
2023 Q4	$4.05M	Sell	39,046 -1,356	-3%	-$130K	0.32%	83
2023 Q3	$3.83M	Sell	40,402 -1,300	-3%	-$123K	0.32%	83
2023 Q2	$3.68M	Buy	41,702 +1,354	+3%	+$113K	0.33%	81
2023 Q1	$3.34M	Buy	40,348 +1,648	+4%	+$157K	0.3%	85
2022 Q4	$3.85M	Buy	38,700 +693	+2%	+$70.2K	0.36%	76
2022 Q3	$3.26M	Buy	38,007 +1,906	+5%	+$183K	0.33%	83
2022 Q2	$3.45M	Buy	36,101 +2,460	+7%	+$260K	0.32%	82
2022 Q1	$3.98M	Sell	33,641 -383	-1%	-$43.5K	0.33%	78
2021 Q4	$3.68M	Sell	34,024 -665	-2%	-$72.2K	0.3%	78
2021 Q3	$3.65M	Sell	34,689 -519	-1%	-$53.5K	0.32%	73
2021 Q2	$3.61M	Sell	35,208 -103	-0.3%	-$10.5K	0.31%	81
2021 Q1	$3.22M	Buy	35,311 +3,401	+11%	+$291K	0.29%	80
2020 Q4	$2.49M	Buy	31,910 +430	+1%	+$31.1K	0.24%	86
2020 Q3	$2M	Sell	31,480 -515	-2%	-$33.9K	0.22%	86
2020 Q2	$1.95M	Buy	31,995 +85	+0.3%	+$4.99K	0.22%	89
2020 Q1	$1.66M	Buy	31,910 +7,670	+32%	+$610K	0.22%	84
2019 Q4	$2.27M	Buy	24,240 +2,410	+11%	+$221K	0.23%	84
2019 Q3	$1.96M	Buy	21,830 +463	+2%	+$42K	0.21%	85
2019 Q2	$2.16M	Buy	21,367 +1,195	+6%	+$119K	0.23%	77
2019 Q1	$1.85M	Buy	20,172 +2,919	+17%	+$269K	0.2%	81
2018 Q4	$1.41M	Buy	17,253 +1,251	+8%	+$115K	0.18%	78
2018 Q3	$1.62M	Sell	16,002 -25	-0.2%	-$2.46K	0.19%	72
2018 Q2	$1.5M	Sell	16,027 -1,005	-6%	-$102K	0.18%	82
2018 Q1	$1.76M	Buy	17,032 +765	+5%	+$86.2K	0.21%	68
2017 Q4	$1.87M	Sell	16,267 -225	-1%	-$25.3K	0.23%	64
2017 Q3	$1.75M	Sell	16,492 -555	-3%	-$59.3K	0.22%	62
2017 Q2	$1.84M	Sell	17,047 -1,045	-6%	-$111K	0.25%	55
2017 Q1	$1.93M	Sell	18,092 -79	-0.4%	-$8.53K	0.26%	60
2016 Q4	$1.89M	Sell	18,171 -1,241	-6%	-$118K	0.27%	56
2016 Q3	$1.58M	Buy	19,412 +775	+4%	+$59.5K	0.23%	62
2016 Q2	$1.33M	Buy	18,637 +4,847	+35%	+$366K	0.2%	74
2016 Q1	$996K	Buy	13,790 +2,315	+20%	+$161K	0.17%	79
2015 Q4	$934K	Sell	11,475 -1,340	-10%	-$111K	0.17%	79
2015 Q3	$977K	Buy	+12,815	New	+$1.08M	0.18%	70

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

Valley Wealth Managers's PRU Position: Q1 2026 in Review

Valley Wealth Managers increased its Prudential Financial (PRU) stake by 4.4% in Q1 2026, buying an estimated $150K and bringing the position to 34,358 shares worth $3.36M. The position accounts for 0.22% of the portfolio, ranked #102.

Valley Wealth Managers first reported a position in PRU in Q3 2015 and has held it in 43 quarters since. The position peaked at $4.1M in Q1 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Valley Wealth Managers held 34,358 shares of Prudential Financial worth $3.36M as of Q1 2026.
Valley Wealth Managers bought 1,450 Prudential Financial shares in Q1 2026, an estimated $150K.
Prudential Financial made up 0.22% of Valley Wealth Managers's portfolio in Q1 2026, its #102 holding.
Valley Wealth Managers first reported a position in Prudential Financial in Q3 2015 and has held it in 43 quarters since.
Valley Wealth Managers's Prudential Financial position peaked at $4.1M in Q1 2024.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.