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Wealthspire Advisors (New York)’s Prudential Financial PRU Stock Holding History

Wealthspire Advisors (New York)’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 		$369K Sell
3,774
-1,456
-28% -$151K ﹤0.01% 666
2025
Q4 		$590K Buy
5,230
+2,211
+73% +$237K ﹤0.01% 558
2025
Q3 		$313K Sell
3,019
-263
-8% -$27.7K ﹤0.01% 646
2025
Q2 		$353K Buy
3,282
+294
+10% +$30.5K ﹤0.01% 620
2025
Q1 		$334K Sell
2,988
-247
-8% -$28.1K ﹤0.01% 617
2024
Q4 		$383K Buy
3,235
+666
+26% +$82.2K ﹤0.01% 585
2024
Q3 		$311K Buy
2,569
+6
+0.2% +$709 ﹤0.01% 615
2024
Q2 		$300K Sell
2,563
-55
-2% -$6.35K ﹤0.01% 539
2024
Q1 		$307K Sell
2,618
-284
-10% -$30.6K ﹤0.01% 516
2023
Q4 		$301K Sell
2,902
-267
-8% -$25.6K ﹤0.01% 527
2023
Q3 		$301K Buy
3,169
+478
+18% +$45.2K 0.01% 483
2023
Q2 		$237K Sell
2,691
-979
-27% -$81.9K ﹤0.01% 492
2023
Q1 		$304K Sell
3,670
-584
-14% -$55.7K 0.01% 437
2022
Q4 		$423K Buy
+4,254
New +$431K 0.01% 396
2022
Q1 		– Sell
-7,662
Closed -$829K – 528
2021
Q4 		$829K Buy
7,662
+1,586
+26% +$172K 0.02% 251
2021
Q3 		$639K Buy
+6,076
New +$626K 0.01% 312
2021
Q2 		– Sell
-7,738
Closed -$705K – 590
2021
Q1 		$705K Buy
7,738
+1,011
+15% +$86.5K 0.02% 327
2020
Q4 		$525K Buy
6,727
+2,708
+67% +$196K 0.02% 297
2020
Q3 		$255K Buy
+4,019
New +$264K 0.02% 257
2020
Q2 		– Sell
-6,835
Closed -$356K – 464
2020
Q1 		$356K Buy
+6,835
New +$543K 0.01% 351
2019
Q1 		– Sell
-205
Closed -$17K – 611
2018
Q4 		$17K Buy
+205
New +$18.9K ﹤0.01% 382

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s PRU Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Prudential Financial (PRU) stake by 28% in Q1 2026, selling an estimated $151K and leaving 3,774 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Wealthspire Advisors (New York) first reported a position in PRU in Q4 2018 and has held it in 21 quarters since. The position peaked at $829K in Q4 2021. 1,360 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,774 shares of Prudential Financial worth $369K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,456 Prudential Financial shares in Q1 2026, an estimated $151K.
  • Prudential Financial made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #666 holding.
  • Wealthspire Advisors (New York) first reported a position in Prudential Financial in Q4 2018 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s Prudential Financial position peaked at $829K in Q4 2021.
  • 1,360 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.