Superior Planning, LLC’s Prudential Financial PRU Stock Holding History

Superior Planning, LLC’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 Q3	$41.1K	Buy	+362	New	+$43.2K	0.02%	430

Other funds holding PRU

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's PRU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Prudential Financial (PRU) in Q3 2026: 362 shares worth $41.1K. The stake represents 0.02% of the portfolio and ranks #430 among its holdings.

1,071 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Superior Planning, LLC held 362 shares of Prudential Financial worth $41.1K as of Q3 2026.
Prudential Financial was a new Superior Planning, LLC position in Q3 2026.
Prudential Financial made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #430 holding.
1,071 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.