Apella Capital
PRU icon

Apella Capital’s Prudential Financial PRU Stock Holding History

Apella Capital’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 		$418K Buy
3,719
+675
+22% +$80.5K 0.01% 546
2026
Q2 		$351K Buy
3,044
+65
+2% +$6.61K 0.01% 560
2026
Q1 		$303K Buy
2,979
+106
+4% +$11K ﹤0.01% 556
2025
Q4 		$324K Buy
2,873
+60
+2% +$6.43K 0.01% 423
2025
Q3 		$281K Buy
2,813
+918
+48% +$96.7K 0.01% 403
2025
Q2 		$202K Sell
1,895
-110
-5% -$11.4K 0.01% 412
2025
Q1 		$208K Buy
+2,005
New +$228K 0.01% 369

Other funds holding PRU

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
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
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Apella Capital's PRU Position: Q3 2026 in Review

Apella Capital increased its Prudential Financial (PRU) stake by 22% in Q3 2026, buying an estimated $80.5K and bringing the position to 3,719 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #546.

Apella Capital first reported a position in PRU in Q1 2025 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Apella Capital held 3,719 shares of Prudential Financial worth $418K as of Q3 2026.
  • Apella Capital bought 675 Prudential Financial shares in Q3 2026, an estimated $80.5K.
  • Prudential Financial made up 0.01% of Apella Capital's portfolio in Q3 2026, its #546 holding.
  • Apella Capital first reported a position in Prudential Financial in Q1 2025 and has held it in 7 quarters since.
  • 338 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.