WA
PRU icon

Waverly Advisors’s Prudential Financial PRU Stock Holding History

Waverly 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 		$550K Buy
5,627
+372
+7% +$38.5K ﹤0.01% 1042
2025
Q4 		$593K Buy
5,255
+17
+0.3% +$1.82K ﹤0.01% 941
2025
Q3 		$543K Buy
5,238
+877
+20% +$92.3K 0.01% 826
2025
Q2 		$469K Buy
4,361
+240
+6% +$24.9K 0.01% 818
2025
Q1 		$460K Buy
4,121
+212
+5% +$24.2K 0.01% 804
2024
Q4 		$463K Buy
3,909
+1,953
+100% +$241K 0.01% 702
2024
Q3 		$237K Buy
1,956
+90
+5% +$10.6K ﹤0.01% 736
2024
Q2 		$219K Buy
+1,866
New +$215K ﹤0.01% 747
2018
Q4 		– Sell
-3,935
Closed -$399K – 183
2018
Q3 		$399K Sell
3,935
-6
-0.2% -$591 0.06% 136
2018
Q2 		$369K Hold
3,941
– – 0.06% 135
2018
Q1 		$408K Sell
3,941
-549
-12% -$61.9K 0.07% 128
2017
Q4 		$516K Hold
4,490
– – 0.07% 145
2017
Q3 		$477K Hold
4,490
– – 0.1% 138
2017
Q2 		$486K Hold
4,490
– – 0.12% 134
2017
Q1 		$479K Buy
+4,490
New +$485K 0.13% 133
2015
Q4 		– Sell
-300
Closed -$23K – 331
2015
Q3 		$23K Hold
300
– – 0.02% 246
2015
Q2 		$26K Buy
+300
New +$25.5K 0.02% 199
2014
Q4 		– Sell
-6,247
Closed -$549K – 611
2014
Q3 		$549K Hold
6,247
– – 0.3% 38
2014
Q2 		$555K Hold
6,247
– – 0.23% 42
2014
Q1 		$529K Sell
6,247
-261
-4% -$22.5K 0.24% 42
2013
Q4 		$600K Buy
6,508
+6,262
+2,546% +$535K 0.21% 50
2013
Q3 		$19K Buy
+246
New +$19.3K 0.01% 359

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

Waverly Advisors's PRU Position: Q1 2026 in Review

Waverly Advisors increased its Prudential Financial (PRU) stake by 7.1% in Q1 2026, buying an estimated $38.5K and bringing the position to 5,627 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Waverly Advisors first reported a position in PRU in Q3 2013 and has held it in 22 quarters since. The position peaked at $600K in Q4 2013. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Waverly Advisors held 5,627 shares of Prudential Financial worth $550K as of Q1 2026.
  • Waverly Advisors bought 372 Prudential Financial shares in Q1 2026, an estimated $38.5K.
  • Prudential Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1042 holding.
  • Waverly Advisors first reported a position in Prudential Financial in Q3 2013 and has held it in 22 quarters since.
  • Waverly Advisors's Prudential Financial position peaked at $600K in Q4 2013.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.