WBH Advisory’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $417K | Sell |
4,253
-62
| -1% | -$6.42K | 0.03% | 254 |
|
|
2025
Q4 | $487K | Buy |
4,315
+3
| +0.1% | +$322 | 0.04% | 239 |
|
|
2025
Q3 | $447K | Sell |
4,312
-98
| -2% | -$10.3K | 0.03% | 246 |
|
|
2025
Q2 | $474K | Sell |
4,410
-1,097
| -20% | -$114K | 0.04% | 233 |
|
|
2025
Q1 | $615K | Buy |
5,507
+14
| +0.3% | +$1.59K | 0.06% | 187 |
|
|
2024
Q4 | $651K | Sell |
5,493
-97
| -2% | -$12K | 0.06% | 190 |
|
|
2024
Q3 | $677K | Sell |
5,590
-29
| -0.5% | -$3.43K | 0.06% | 184 |
|
|
2024
Q2 | $658K | Sell |
5,619
-47
| -0.8% | -$5.42K | 0.07% | 180 |
|
|
2024
Q1 | $665K | Sell |
5,666
-197
| -3% | -$21.2K | 0.07% | 188 |
|
|
2023
Q4 | $608K | Sell |
5,863
-59
| -1% | -$5.66K | 0.07% | 190 |
|
|
2023
Q3 | $562K | Sell |
5,922
-335
| -5% | -$31.7K | 0.07% | 191 |
|
|
2023
Q2 | $552K | Buy |
6,257
+4
| +0.1% | +$335 | 0.07% | 194 |
|
|
2023
Q1 | $517K | Buy |
+6,253
| New | +$597K | 0.06% | 203 |
|
|
2022
Q3 | $576K | Sell |
6,712
-297
| -4% | -$28.6K | 0.08% | 183 |
|
|
2022
Q2 | $674K | Sell |
7,009
-446
| -6% | -$47.2K | 0.09% | 175 |
|
|
2022
Q1 | $836K | Sell |
7,455
-773
| -9% | -$87.9K | 0.1% | 164 |
|
|
2021
Q4 | $891K | Buy |
8,228
+3
| +0% | +$326 | 0.1% | 164 |
|
|
2021
Q3 | $865K | Buy |
8,225
+2
| +0% | +$206 | 0.12% | 159 |
|
|
2021
Q2 | $828K | Buy |
8,223
+678
| +9% | +$69.3K | 0.12% | 139 |
|
|
2021
Q1 | $687K | Sell |
7,545
-187
| -2% | -$16K | 0.11% | 149 |
|
|
2020
Q4 | $650K | Sell |
7,732
-205
| -3% | -$14.8K | 0.11% | 146 |
|
|
2020
Q3 | $504K | Sell |
7,937
-97
| -1% | -$6.38K | 0.1% | 160 |
|
|
2020
Q2 | $489K | Sell |
8,034
-2,743
| -25% | -$161K | 0.12% | 152 |
|
|
2020
Q1 | $561 | Sell |
10,777
-741
| -6% | -$58.9K | 0.13% | 127 |
|
|
2019
Q4 | $1.08M | Sell |
11,518
-206
| -2% | -$18.9K | 0.22% | 97 |
|
|
2019
Q3 | $1.05M | Buy |
11,724
+5
| +0% | +$453 | 0.24% | 95 |
|
|
2019
Q2 | $1.18M | Sell |
11,719
-297
| -2% | -$29.6K | 0.27% | 89 |
|
|
2019
Q1 | $1.1M | Sell |
12,016
-146
| -1% | -$13.5K | 0.26% | 90 |
|
|
2018
Q4 | $991 | Sell |
12,162
-171
| -1% | -$15.8K | 0.24% | 92 |
|
|
2018
Q3 | $1.25M | Sell |
12,333
-597
| -5% | -$58.8K | 0.3% | 81 |
|
|
2018
Q2 | $1.21M | Sell |
12,930
-46
| -0.4% | -$4.65K | 0.31% | 78 |
|
|
2018
Q1 | $1.34M | Sell |
12,976
-147
| -1% | -$16.6K | 0.37% | 67 |
|
|
2017
Q4 | $1.51M | Sell |
13,123
-212
| -2% | -$23.8K | 0.4% | 60 |
|
|
2017
Q3 | $1.42M | Sell |
13,335
-199
| -1% | -$21.3K | 0.4% | 64 |
|
|
2017
Q2 | $1.46M | Sell |
13,534
-323
| -2% | -$34.3K | 0.41% | 59 |
|
|
2017
Q1 | $1.48M | Buy |
13,857
+750
| +6% | +$80.9K | 0.44% | 56 |
|
|
2016
Q4 | $1.36M | Hold |
13,107
| – | – | 0.45% | 53 |
|
|
2016
Q3 | $1.07M | Sell |
13,107
-175
| -1% | -$13.4K | 0.37% | 63 |
|
|
2016
Q2 | $947K | Sell |
13,282
-290
| -2% | -$21.9K | 0.37% | 65 |
|
|
2016
Q1 | $980K | Buy |
13,572
+425
| +3% | +$29.6K | 0.33% | 61 |
|
|
2015
Q4 | $1.07K | Sell |
13,147
-1,380
| -9% | -$114K | 0.37% | 55 |
|
|
2015
Q3 | $1.11M | Buy |
14,527
+250
| +2% | +$21K | 0.46% | 54 |
|
|
2015
Q2 | $1.25M | Sell |
14,277
-115
| -0.8% | -$9.76K | 0.49% | 54 |
|
|
2015
Q1 | $1.16K | Sell |
14,392
-585
| -4% | -$47.4K | 0.32% | 58 |
|
|
2014
Q4 | $1.35M | Sell |
14,977
-150
| -1% | -$12.9K | 0.51% | 48 |
|
|
2014
Q3 | $1.33M | Sell |
15,127
-178
| -1% | -$15.9K | 0.47% | 46 |
|
|
2014
Q2 | $1.36M | Buy |
15,305
+14
| +0.1% | +$1.18K | 0.51% | 46 |
|
|
2014
Q1 | $1.29M | Sell |
15,291
-100
| -0.6% | -$8.61K | 0.51% | 46 |
|
|
2013
Q4 | $1.42M | Buy |
15,391
+25
| +0.2% | +$2.13K | 0.57% | 44 |
|
|
2013
Q3 | $1.2M | Buy |
15,366
+75
| +0.5% | +$5.88K | 0.54% | 49 |
|
|
2013
Q2 | $1.12M | Buy |
+15,291
| New | +$991K | 0.52% | 50 |
|
Other funds holding PRU
VCM
VPM
WBH Advisory's PRU Position: Q1 2026 in Review
WBH Advisory reduced its Prudential Financial (PRU) stake by 1.4% in Q1 2026, selling an estimated $6.42K and leaving 4,253 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #254.
WBH Advisory first reported a position in PRU in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.51M in Q4 2017. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- WBH Advisory held 4,253 shares of Prudential Financial worth $417K as of Q1 2026.
- WBH Advisory sold 62 Prudential Financial shares in Q1 2026, an estimated $6.42K.
- Prudential Financial made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #254 holding.
- WBH Advisory first reported a position in Prudential Financial in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Prudential Financial position peaked at $1.51M in Q4 2017.
- 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.