WestEnd Advisors’s Prudential Financial PRU Stock Holding History

WestEnd 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	$1.17K	Hold	12	–	–	﹤0.01%	219
2025 Q4	$1.35K	Buy	12 +4	+50%	+$429	﹤0.01%	203
2025 Q3	$830	Buy	8 +1	+14%	+$105	﹤0.01%	256
2025 Q2	$752	Sell	7 -3	-30%	-$311	﹤0.01%	238
2025 Q1	$1.12K	Buy	10 +6	+150%	+$684	﹤0.01%	199
2024 Q4	$474	Buy	4 +1	+33%	+$123	﹤0.01%	181
2024 Q3	$363	Buy	3 +1	+50%	+$118	﹤0.01%	219
2024 Q2	$234	Buy	2 +1	+100%	+$115	﹤0.01%	246
2024 Q1	$117	Buy	+1	New	+$108	﹤0.01%	298
2022 Q1	–	Sell	-5	Closed	-$569	–	155
2021 Q4	$541	Buy	+5	New	+$543	﹤0.01%	150
2021 Q3	–	Hold	0	–	–	–	143
2021 Q2	–	Hold	0	–	–	–	166

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WestEnd Advisors's PRU Position: Q1 2026 in Review

WestEnd Advisors held its Prudential Financial (PRU) position steady in Q1 2026 at 12 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

WestEnd Advisors first reported a position in PRU in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.35K in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

WestEnd Advisors held 12 shares of Prudential Financial worth $1.17K as of Q1 2026.
WestEnd Advisors left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #219 holding.
WestEnd Advisors first reported a position in Prudential Financial in Q4 2021 and has held it in 10 quarters since.
WestEnd Advisors's Prudential Financial position peaked at $1.35K in Q4 2025.
1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.