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VCI Wealth Management’s Prudential Financial PRU Stock Holding History

VCI 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 		$1.33M Sell
13,619
-5,673
-29% -$588K 0.37% 66
2025
Q4 		$2.18M Buy
19,292
+10,404
+117% +$1.12M 0.61% 38
2025
Q3 		$922K Sell
8,888
-9,276
-51% -$977K 0.28% 91
2025
Q2 		$1.95M Buy
18,164
+2,305
+15% +$239K 0.68% 37
2025
Q1 		$1.77M Sell
15,859
-3,953
-20% -$450K 0.74% 33
2024
Q4 		$2.35M Buy
19,812
+7,855
+66% +$970K 1% 25
2024
Q3 		$1.45M Buy
+11,957
New +$1.41M 0.64% 45

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

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

VCI Wealth Management reduced its Prudential Financial (PRU) stake by 29% in Q1 2026, selling an estimated $588K and leaving 13,619 shares worth $1.33M. The position accounts for 0.37% of the portfolio, ranked #66.

VCI Wealth Management first reported a position in PRU in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.35M in Q4 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • VCI Wealth Management held 13,619 shares of Prudential Financial worth $1.33M as of Q1 2026.
  • VCI Wealth Management sold 5,673 Prudential Financial shares in Q1 2026, an estimated $588K.
  • Prudential Financial made up 0.37% of VCI Wealth Management's portfolio in Q1 2026, its #66 holding.
  • VCI Wealth Management first reported a position in Prudential Financial in Q3 2024 and has held it in 7 quarters since.
  • VCI Wealth Management's Prudential Financial position peaked at $2.35M in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.