Xcel Wealth Management’s Prudential Financial PRU Stock Holding History

Xcel Wealth Management’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	$2.86M	Buy	29,281 +13,230	+82%	+$1.37M	0.79%	33
2025 Q4	$1.81M	Sell	16,051 -130	-0.8%	-$13.9K	0.46%	56
2025 Q3	$1.68M	Sell	16,181 -2,300	-12%	-$242K	0.44%	54
2025 Q2	$1.99M	Sell	18,481 -790	-4%	-$81.9K	0.57%	43
2025 Q1	$2.15M	Sell	19,271 -7,458	-28%	-$850K	0.67%	38
2024 Q4	$3.17M	Sell	26,729 -1,410	-5%	-$174K	0.88%	29
2024 Q3	$3.41M	Sell	28,139 -2,455	-8%	-$290K	1%	28
2024 Q2	$3.59M	Sell	30,594 -1,070	-3%	-$123K	1.12%	27
2024 Q1	$3.72M	Sell	31,664 -1,571	-5%	-$169K	1.16%	25
2023 Q4	$3.45M	Sell	33,235 -2,179	-6%	-$209K	1.21%	22
2023 Q3	$3.36M	Sell	35,414 -7,217	-17%	-$683K	1.33%	22
2023 Q2	$3.76M	Buy	42,631 +375	+0.9%	+$31.4K	1.19%	23
2023 Q1	$3.5M	Buy	42,256 +3,472	+9%	+$331K	1.23%	23
2022 Q4	$3.86M	Sell	38,784 -5,935	-13%	-$601K	1.52%	18
2022 Q3	$3.84M	Buy	44,719 +3,680	+9%	+$354K	1.43%	20
2022 Q2	$3.93M	Buy	41,039 +5,872	+17%	+$622K	1.43%	20
2022 Q1	$4.16M	Buy	+35,167	New	+$4M	1.14%	24

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

Xcel Wealth Management's PRU Position: Q1 2026 in Review

Xcel Wealth Management increased its Prudential Financial (PRU) stake by 82% in Q1 2026, buying an estimated $1.37M and bringing the position to 29,281 shares worth $2.86M. The position accounts for 0.79% of the portfolio, ranked #33.

Xcel Wealth Management first reported a position in PRU in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.16M in Q1 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Xcel Wealth Management held 29,281 shares of Prudential Financial worth $2.86M as of Q1 2026.
Xcel Wealth Management bought 13,230 Prudential Financial shares in Q1 2026, an estimated $1.37M.
Prudential Financial made up 0.79% of Xcel Wealth Management's portfolio in Q1 2026, its #33 holding.
Xcel Wealth Management first reported a position in Prudential Financial in Q1 2022 and has held it in 17 quarters since.
Xcel Wealth Management's Prudential Financial position peaked at $4.16M in Q1 2022.
1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.