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Winnow Wealth’s Prudential Financial PRU Stock Holding History

Winnow Wealth’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
-1
Closed -$113 – 446
2025
Q4 		$113 Sell
1
-78
-99% -$8.36K ﹤0.01% 555
2025
Q3 		$8.22K Buy
+79
New +$8.32K 0.01% 240
2025
Q2 		– Sell
-12
Closed -$1.29K – 549
2025
Q1 		$1.29K Buy
12
+4
+50% +$456 ﹤0.01% 355
2024
Q4 		$904 Buy
+8
New +$988 ﹤0.01% 351

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

Winnow Wealth's PRU Position: Q1 2026 in Review

Winnow Wealth sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1 share — an estimated $113 sold.

Winnow Wealth first reported a position in PRU in Q4 2024 and held it in 4 quarters. The position peaked at $8.22K in Q3 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Winnow Wealth reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 1 Prudential Financial share in Q1 2026, an estimated $113.
  • Winnow Wealth first reported a position in Prudential Financial in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Prudential Financial position peaked at $8.22K in Q3 2025.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.