Whittier Trust’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 | $263K | Sell |
2,685
-296
| -10% | -$30.7K | ﹤0.01% | 537 |
|
|
2025
Q4 | $351K | Buy |
2,981
+690
| +30% | +$74K | ﹤0.01% | 496 |
|
|
2025
Q3 | $238K | Sell |
2,291
-1,796
| -44% | -$189K | ﹤0.01% | 556 |
|
|
2025
Q2 | $439K | Buy |
4,087
+61
| +2% | +$6.32K | 0.01% | 509 |
|
|
2025
Q1 | $450K | Sell |
4,026
-114
| -3% | -$13K | 0.01% | 502 |
|
|
2024
Q4 | $491K | Buy |
4,140
+314
| +8% | +$38.8K | 0.01% | 503 |
|
|
2024
Q3 | $463K | Sell |
3,826
-7
| -0.2% | -$828 | 0.01% | 519 |
|
|
2024
Q2 | $449K | Sell |
3,833
-7
| -0.2% | -$808 | 0.01% | 503 |
|
|
2024
Q1 | $451K | Sell |
3,840
-226
| -6% | -$24.4K | 0.01% | 506 |
|
|
2023
Q4 | $422K | Sell |
4,066
-5,749
| -59% | -$551K | 0.01% | 508 |
|
|
2023
Q3 | $931K | Sell |
9,815
-701
| -7% | -$66.3K | 0.02% | 360 |
|
|
2023
Q2 | $928K | Sell |
10,516
-2,549
| -20% | -$213K | 0.02% | 362 |
|
|
2023
Q1 | $1.08M | Buy |
13,065
+809
| +7% | +$77.2K | 0.02% | 339 |
|
|
2022
Q4 | $1.22M | Sell |
12,256
-3,331
| -21% | -$337K | 0.02% | 322 |
|
|
2022
Q3 | $1.34M | Sell |
15,587
-511
| -3% | -$49.2K | 0.03% | 303 |
|
|
2022
Q2 | $1.54M | Buy |
16,098
+45
| +0.3% | +$4.76K | 0.03% | 304 |
|
|
2022
Q1 | $1.9M | Sell |
16,053
-4,338
| -21% | -$493K | 0.03% | 293 |
|
|
2021
Q4 | $2.21M | Buy |
20,391
+5,412
| +36% | +$588K | 0.04% | 272 |
|
|
2021
Q3 | $1.58M | Sell |
14,979
-620
| -4% | -$63.9K | 0.03% | 299 |
|
|
2021
Q2 | $1.6M | Buy |
15,599
+442
| +3% | +$45.1K | 0.03% | 296 |
|
|
2021
Q1 | $1.38M | Buy |
15,157
+4,763
| +46% | +$408K | 0.03% | 318 |
|
|
2020
Q4 | $811K | Sell |
10,394
-8,617
| -45% | -$623K | 0.02% | 361 |
|
|
2020
Q3 | $1.21M | Sell |
19,011
-473
| -2% | -$31.1K | 0.03% | 301 |
|
|
2020
Q2 | $1.19M | Sell |
19,484
-28,862
| -60% | -$1.69M | 0.03% | 287 |
|
|
2020
Q1 | $2.52M | Sell |
48,346
-12,976
| -21% | -$1.03M | 0.08% | 190 |
|
|
2019
Q4 | $5.75M | Sell |
61,322
-1,682
| -3% | -$154K | 0.15% | 144 |
|
|
2019
Q3 | $5.67M | Sell |
63,004
-31,153
| -33% | -$2.82M | 0.16% | 137 |
|
|
2019
Q2 | $9.51M | Buy |
94,157
+109
| +0.1% | +$10.9K | 0.28% | 93 |
|
|
2019
Q1 | $8.64M | Buy |
94,048
+1,101
| +1% | +$102K | 0.26% | 98 |
|
|
2018
Q4 | $7.58M | Sell |
92,947
-98
| -0.1% | -$9.03K | 0.26% | 102 |
|
|
2018
Q3 | $9.43M | Buy |
93,045
+157
| +0.2% | +$15.5K | 0.29% | 97 |
|
|
2018
Q2 | $8.69M | Buy |
92,888
+540
| +0.6% | +$54.6K | 0.29% | 102 |
|
|
2018
Q1 | $9.56M | Buy |
92,348
+2,762
| +3% | +$311K | 0.32% | 94 |
|
|
2017
Q4 | $10.3M | Buy |
89,586
+2,436
| +3% | +$273K | 0.36% | 84 |
|
|
2017
Q3 | $9.27M | Buy |
87,150
+2,617
| +3% | +$280K | 0.34% | 84 |
|
|
2017
Q2 | $9.14M | Buy |
84,533
+1,893
| +2% | +$201K | 0.35% | 84 |
|
|
2017
Q1 | $8.82M | Buy |
82,640
+1,743
| +2% | +$188K | 0.36% | 83 |
|
|
2016
Q4 | $8.42M | Buy |
80,897
+101
| +0.1% | +$9.58K | 0.36% | 80 |
|
|
2016
Q3 | $6.6M | Sell |
80,796
-342
| -0.4% | -$26.2K | 0.29% | 99 |
|
|
2016
Q2 | $5.79M | Buy |
81,138
+664
| +0.8% | +$50.1K | 0.26% | 109 |
|
|
2016
Q1 | $5.81M | Buy |
80,474
+7,142
| +10% | +$498K | 0.26% | 112 |
|
|
2015
Q4 | $5.97M | Buy |
73,332
+62
| +0.1% | +$5.13K | 0.27% | 103 |
|
|
2015
Q3 | $5.58M | Sell |
73,270
-365
| -0.5% | -$30.6K | 0.27% | 104 |
|
|
2015
Q2 | $6.45M | Buy |
73,635
+55
| +0.1% | +$4.67K | 0.29% | 92 |
|
|
2015
Q1 | $5.91M | Buy |
73,580
+986
| +1% | +$79.9K | 0.27% | 104 |
|
|
2014
Q4 | $6.57M | Buy |
72,594
+5,456
| +8% | +$469K | 0.31% | 89 |
|
|
2014
Q3 | $5.9M | Buy |
67,138
+3,729
| +6% | +$333K | 0.29% | 100 |
|
|
2014
Q2 | $5.63M | Buy |
63,409
+5,416
| +9% | +$455K | 0.28% | 102 |
|
|
2014
Q1 | $4.91M | Buy |
57,993
+50,284
| +652% | +$4.33M | 0.25% | 109 |
|
|
2013
Q4 | $711K | Hold |
7,709
| – | – | 0.04% | 278 |
|
|
2013
Q3 | $601K | Hold |
7,709
| – | – | 0.03% | 304 |
|
|
2013
Q2 | $563K | Buy |
+7,709
| New | +$500K | 0.03% | 304 |
|
Other funds holding PRU
VCM
VPM
Whittier Trust's PRU Position: Q1 2026 in Review
Whittier Trust reduced its Prudential Financial (PRU) stake by 9.9% in Q1 2026, selling an estimated $30.7K and leaving 2,685 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #537.
Whittier Trust first reported a position in PRU in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q4 2017. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- Whittier Trust held 2,685 shares of Prudential Financial worth $263K as of Q1 2026.
- Whittier Trust sold 296 Prudential Financial shares in Q1 2026, an estimated $30.7K.
- Prudential Financial made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #537 holding.
- Whittier Trust first reported a position in Prudential Financial in Q2 2013 and has held it in 52 quarters since.
- Whittier Trust's Prudential Financial position peaked at $10.3M in Q4 2017.
- 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.