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Visionary Wealth Advisors’s Prudential Financial PRU Stock Holding History

Visionary Wealth Advisors’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 		$308K Sell
3,153
-49
-2% -$5.08K 0.01% 514
2025
Q4 		$361K Sell
3,202
-872
-21% -$93.5K 0.02% 461
2025
Q3 		$423K Sell
4,074
-475
-10% -$50K 0.02% 423
2025
Q2 		$489K Sell
4,549
-856
-16% -$88.7K 0.03% 365
2025
Q1 		$604K Sell
5,405
-62,139
-92% -$7.08M 0.04% 317
2024
Q4 		$8.01M Sell
67,544
-73
-0.1% -$9.01K 0.47% 61
2024
Q3 		$8.19M Buy
67,617
+1,991
+3% +$235K 0.5% 60
2024
Q2 		$7.69M Buy
65,626
+1,167
+2% +$135K 0.5% 59
2024
Q1 		$7.57M Sell
64,459
-1,568
-2% -$169K 0.51% 51
2023
Q4 		$6.85M Buy
66,027
+575
+0.9% +$55.2K 0.5% 53
2023
Q3 		$6.21M Buy
65,452
+2,397
+4% +$227K 0.5% 51
2023
Q2 		$5.56M Buy
63,055
+2,213
+4% +$185K 0.45% 65
2023
Q1 		$5.03M Buy
60,842
+5,258
+9% +$502K 0.43% 69
2022
Q4 		$5.53M Buy
55,584
+2,066
+4% +$209K 0.51% 59
2022
Q3 		$4.59M Buy
53,518
+11,319
+27% +$1.09M 0.48% 59
2022
Q2 		$4.04M Buy
42,199
+6,960
+20% +$737K 0.36% 75
2022
Q1 		$4.16M Buy
+35,239
New +$4.01M 0.34% 83

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

Visionary Wealth Advisors's PRU Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Prudential Financial (PRU) stake by 1.5% in Q1 2026, selling an estimated $5.08K and leaving 3,153 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #514.

Visionary Wealth Advisors first reported a position in PRU in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.19M in Q3 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Visionary Wealth Advisors held 3,153 shares of Prudential Financial worth $308K as of Q1 2026.
  • Visionary Wealth Advisors sold 49 Prudential Financial shares in Q1 2026, an estimated $5.08K.
  • Prudential Financial made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #514 holding.
  • Visionary Wealth Advisors first reported a position in Prudential Financial in Q1 2022 and has held it in 17 quarters since.
  • Visionary Wealth Advisors's Prudential Financial position peaked at $8.19M in Q3 2024.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.