VAF
PRU icon

Values Added Financial’s Prudential Financial PRU Stock Holding History

Values Added Financial’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
-1,787
Closed -$202K – 141
2025
Q4 		$202K Buy
+1,787
New +$192K 0.09% 133
2025
Q1 		– Sell
-1,906
Closed -$226K – 120
2024
Q4 		$226K Buy
+1,906
New +$235K 0.13% 108

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

Values Added Financial's PRU Position: Q1 2026 in Review

Values Added Financial sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,787 shares — an estimated $202K sold.

Values Added Financial first reported a position in PRU in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q4 2024. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Values Added Financial reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Values Added Financial sold 1,787 Prudential Financial shares in Q1 2026, an estimated $202K.
  • Values Added Financial first reported a position in Prudential Financial in Q4 2024 and held it in 2 quarters.
  • Values Added Financial's Prudential Financial position peaked at $226K in Q4 2024.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Values Added Financial's 13F filing for Q1 2026, filed 20 Apr 2026.