WBI Investments’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 | $824K | Buy |
8,438
+3,248
| +63% | +$336K | 0.23% | 131 |
|
|
2025
Q4 | $586K | Buy |
+5,190
| New | +$557K | 0.15% | 182 |
|
|
2025
Q3 | – | Sell |
-7,062
| Closed | -$759K | – | 357 |
|
|
2025
Q2 | $759K | Sell |
7,062
-1,557
| -18% | -$161K | 0.2% | 157 |
|
|
2025
Q1 | $963K | Sell |
8,619
-867
| -9% | -$98.8K | 0.25% | 102 |
|
|
2024
Q4 | $1.12M | Sell |
9,486
-20,034
| -68% | -$2.47M | 0.28% | 105 |
|
|
2024
Q3 | $3.57M | Buy |
29,520
+9,161
| +45% | +$1.08M | 0.86% | 17 |
|
|
2024
Q2 | $2.39M | Sell |
20,359
-19,731
| -49% | -$2.28M | 0.58% | 52 |
|
|
2024
Q1 | $4.71M | Buy |
40,090
+19,770
| +97% | +$2.13M | 0.98% | 22 |
|
|
2023
Q4 | $2.11M | Sell |
20,320
-21,314
| -51% | -$2.04M | 0.42% | 63 |
|
|
2023
Q3 | $3.95M | Buy |
41,634
+38,651
| +1,296% | +$3.66M | 0.8% | 23 |
|
|
2023
Q2 | $263K | Sell |
2,983
-17,956
| -86% | -$1.5M | 0.05% | 178 |
|
|
2023
Q1 | $1.73M | Sell |
20,939
-901
| -4% | -$86K | 0.35% | 78 |
|
|
2022
Q4 | $2.17M | Sell |
21,840
-10,522
| -33% | -$1.07M | 0.47% | 60 |
|
|
2022
Q3 | $2.78M | Buy |
32,362
+25,274
| +357% | +$2.43M | 0.81% | 31 |
|
|
2022
Q2 | $678K | Sell |
7,088
-42,833
| -86% | -$4.53M | 0.15% | 75 |
|
|
2022
Q1 | $5.72M | Buy |
+49,921
| New | +$5.68M | 0.93% | 27 |
|
|
2021
Q3 | – | Sell |
-3,091
| Closed | -$317K | – | 225 |
|
|
2021
Q2 | $317K | Sell |
3,091
-16,732
| -84% | -$1.71M | 0.05% | 164 |
|
|
2021
Q1 | $1.81M | Buy |
+19,823
| New | +$1.7M | 0.28% | 75 |
|
|
2020
Q4 | – | Sell |
-6,636
| Closed | -$422K | – | 192 |
|
|
2020
Q3 | $422K | Sell |
6,636
-2,749
| -29% | -$181K | 0.06% | 86 |
|
|
2020
Q2 | $571K | Sell |
9,385
-1,188
| -11% | -$69.7K | 0.09% | 76 |
|
|
2020
Q1 | $551K | Sell |
10,573
-3,353
| -24% | -$266K | 0.1% | 56 |
|
|
2019
Q4 | $1.3M | Buy |
13,926
+1,698
| +14% | +$156K | 0.14% | 111 |
|
|
2019
Q3 | $1.1M | Sell |
12,228
-14,712
| -55% | -$1.33M | 0.1% | 124 |
|
|
2019
Q2 | $2.72M | Buy |
26,940
+11,721
| +77% | +$1.17M | 0.24% | 89 |
|
|
2019
Q1 | $1.4M | Buy |
15,219
+5,382
| +55% | +$496K | 0.11% | 139 |
|
|
2018
Q4 | $802K | Sell |
9,837
-5,548
| -36% | -$511K | 0.09% | 64 |
|
|
2018
Q3 | $1.56M | Buy |
+15,385
| New | +$1.52M | 0.08% | 179 |
|
|
2015
Q2 | – | Sell |
-849,926
| Closed | -$68.3M | – | 268 |
|
|
2015
Q1 | $68.3M | Buy |
+849,926
| New | +$68.8M | 1.62% | 21 |
|
|
2014
Q3 | – | Sell |
-232,451
| Closed | -$20.6M | – | 210 |
|
|
2014
Q2 | $20.6M | Buy |
232,451
+4,792
| +2% | +$403K | 0.88% | 37 |
|
|
2014
Q1 | $19.3M | Buy |
227,659
+22,945
| +11% | +$1.97M | 0.85% | 37 |
|
|
2013
Q4 | $18.9M | Buy |
204,714
+31,456
| +18% | +$2.69M | 0.83% | 41 |
|
|
2013
Q3 | $13.5M | Buy |
+173,258
| New | +$13.6M | 0.64% | 50 |
|
Other funds holding PRU
VCM
VPM
WBI Investments's PRU Position: Q1 2026 in Review
WBI Investments increased its Prudential Financial (PRU) stake by 63% in Q1 2026, buying an estimated $336K and bringing the position to 8,438 shares worth $824K. The position accounts for 0.23% of the portfolio, ranked #131.
WBI Investments first reported a position in PRU in Q3 2013 and has held it in 32 quarters since. The position peaked at $68.3M in Q1 2015. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- WBI Investments held 8,438 shares of Prudential Financial worth $824K as of Q1 2026.
- WBI Investments bought 3,248 Prudential Financial shares in Q1 2026, an estimated $336K.
- Prudential Financial made up 0.23% of WBI Investments's portfolio in Q1 2026, its #131 holding.
- WBI Investments first reported a position in Prudential Financial in Q3 2013 and has held it in 32 quarters since.
- WBI Investments's Prudential Financial position peaked at $68.3M in Q1 2015.
- 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.