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West Branch Capital’s Prudential Financial PRU Stock Holding History

West Branch Capital’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 		– Sell
-64
Closed -$7.22K – 418
2025
Q4 		$7.22K Hold
64
– – ﹤0.01% 288
2025
Q3 		$6.64K Hold
64
– – ﹤0.01% 312
2025
Q2 		$6.88K Sell
64
-2
-3% -$207 ﹤0.01% 308
2025
Q1 		$7.37K Hold
66
– – ﹤0.01% 314
2024
Q4 		$7.82K Buy
66
+64
+3,200% +$7.9K ﹤0.01% 294
2024
Q3 		$243 Buy
+2
New +$236 ﹤0.01% 457
2019
Q3 		– Sell
-4,766
Closed -$481K – 100
2019
Q2 		$481K Buy
+4,766
New +$475K 0.4% 58
2018
Q2 		– Sell
-7,252
Closed -$751K – 100
2018
Q1 		$751K Buy
+7,252
New +$817K 0.82% 40

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

West Branch Capital's PRU Position: Q1 2026 in Review

West Branch Capital sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 64 shares — an estimated $7.22K sold.

West Branch Capital first reported a position in PRU in Q1 2018 and held it in 8 quarters. The position peaked at $751K in Q1 2018. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • West Branch Capital reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • West Branch Capital sold 64 Prudential Financial shares in Q1 2026, an estimated $7.22K.
  • West Branch Capital first reported a position in Prudential Financial in Q1 2018 and held it in 8 quarters.
  • West Branch Capital's Prudential Financial position peaked at $751K in Q1 2018.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.