Affiance Financial
PRU icon

Affiance Financial’s Prudential Financial PRU Stock Holding History

Affiance Financial’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 		$491K Sell
4,319
-417
-9% -$49.7K 0.07% 76
2026
Q2 		$511K Buy
4,736
+8
+0.2% +$813 0.07% 73
2026
Q1 		$462K Buy
4,728
+9
+0.2% +$932 0.07% 71
2025
Q4 		$533K Buy
4,719
+8
+0.2% +$858 0.09% 68
2025
Q3 		$489K Buy
4,711
+7
+0.1% +$737 0.09% 72
2025
Q2 		$505K Buy
4,704
+8
+0.2% +$829 0.1% 66
2025
Q1 		$524K Buy
4,696
+8
+0.2% +$912 0.12% 65
2024
Q4 		$556K Buy
4,688
+6
+0.1% +$741 0.13% 63
2024
Q3 		$567K Buy
4,682
+7
+0.1% +$828 0.14% 64
2024
Q2 		$548K Buy
4,675
+6
+0.1% +$692 0.14% 60
2024
Q1 		$548K Buy
4,669
+7
+0.2% +$754 0.15% 64
2023
Q4 		$484K Buy
4,662
+7
+0.2% +$671 0.14% 65
2023
Q3 		$442K Hold
4,655
– – 0.22% 67
2023
Q2 		$411K Buy
4,655
+8
+0.2% +$669 0.2% 76
2023
Q1 		$385K Buy
4,647
+8
+0.2% +$764 0.2% 73
2022
Q4 		$461K Sell
4,639
-580
-11% -$58.7K 0.19% 74
2022
Q3 		$448K Sell
5,219
-1,647
-24% -$159K 0.25% 50
2022
Q2 		$657K Sell
6,866
-152
-2% -$16.1K 0.35% 43
2022
Q1 		$829K Hold
7,018
– – 0.4% 41
2021
Q4 		$760K Hold
7,018
– – 0.32% 49
2021
Q3 		$738K Hold
7,018
– – 0.32% 49
2021
Q2 		$719K Hold
7,018
– – 0.3% 49
2021
Q1 		$639K Hold
7,018
– – 0.28% 54
2020
Q4 		$548K Hold
7,018
– – 0.29% 55
2020
Q3 		$446K Hold
7,018
– – 0.26% 59
2020
Q2 		$427K Buy
+7,018
New +$412K 0.23% 55
2018
Q4 		– Sell
-2,098
Closed -$213K – 95
2018
Q3 		$213K Buy
+2,098
New +$207K 0.14% 85

Other funds holding PRU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Affiance Financial's PRU Position: Q3 2026 in Review

Affiance Financial reduced its Prudential Financial (PRU) stake by 8.8% in Q3 2026, selling an estimated $49.7K and leaving 4,319 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #76.

Affiance Financial first reported a position in PRU in Q3 2018 and has held it in 27 quarters since. The position peaked at $829K in Q1 2022. 1,256 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Affiance Financial held 4,319 shares of Prudential Financial worth $491K as of Q3 2026.
  • Affiance Financial sold 417 Prudential Financial shares in Q3 2026, an estimated $49.7K.
  • Prudential Financial made up 0.07% of Affiance Financial's portfolio in Q3 2026, its #76 holding.
  • Affiance Financial first reported a position in Prudential Financial in Q3 2018 and has held it in 27 quarters since.
  • Affiance Financial's Prudential Financial position peaked at $829K in Q1 2022.
  • 1,256 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.