Allen Capital Group
PRU icon

Allen Capital Group’s Prudential Financial PRU Stock Holding History

Allen Capital Group’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 		$227K Sell
1,997
-33
-2% -$3.94K 0.02% 288
2026
Q2 		$219K Buy
+2,030
New +$206K 0.02% 294
2026
Q1 		– Sell
-2,089
Closed -$236K – 293
2025
Q4 		$236K Sell
2,089
-59
-3% -$6.33K 0.02% 246
2025
Q3 		$223K Sell
2,148
-1
-0% -$105 0.02% 249
2025
Q2 		$231K Sell
2,149
-570
-21% -$59.1K 0.02% 245
2025
Q1 		$304K Buy
2,719
+10
+0.4% +$1.14K 0.03% 205
2024
Q4 		$321K Sell
2,709
-356
-12% -$44K 0.04% 192
2024
Q3 		$371K Sell
3,065
-25,670
-89% -$3.03M 0.05% 172
2024
Q2 		$3.37M Sell
28,735
-937
-3% -$108K 0.46% 48
2024
Q1 		$3.48M Buy
29,672
+701
+2% +$75.5K 0.49% 47
2023
Q4 		$3M Buy
28,971
+750
+3% +$71.9K 0.47% 46
2023
Q3 		$2.64M Buy
28,221
+250
+0.9% +$23.6K 0.47% 49
2023
Q2 		$2.47M Buy
27,971
+1,116
+4% +$93.4K 0.42% 54
2023
Q1 		$2.22M Buy
+26,855
New +$2.56M 0.4% 59
2022
Q4 		– Sell
-18,580
Closed -$1.59M – 124
2022
Q3 		$1.59M Buy
18,580
+1,901
+11% +$183K 0.37% 57
2022
Q2 		$1.6M Buy
16,679
+324
+2% +$34.3K 0.32% 65
2022
Q1 		$1.93M Buy
16,355
+1,573
+11% +$179K 0.37% 59
2021
Q4 		$1.6M Buy
14,782
+1,773
+14% +$193K 0.2% 73
2021
Q3 		$1.37M Buy
+13,009
New +$1.34M 0.27% 69

Other funds holding PRU

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allen Capital Group's PRU Position: Q3 2026 in Review

Allen Capital Group reduced its Prudential Financial (PRU) stake by 1.6% in Q3 2026, selling an estimated $3.94K and leaving 1,997 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #288.

Allen Capital Group first reported a position in PRU in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q1 2024. 568 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Allen Capital Group held 1,997 shares of Prudential Financial worth $227K as of Q3 2026.
  • Allen Capital Group sold 33 Prudential Financial shares in Q3 2026, an estimated $3.94K.
  • Prudential Financial made up 0.02% of Allen Capital Group's portfolio in Q3 2026, its #288 holding.
  • Allen Capital Group first reported a position in Prudential Financial in Q3 2021 and has held it in 19 quarters since.
  • Allen Capital Group's Prudential Financial position peaked at $3.48M in Q1 2024.
  • 568 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.