Atwood & Palmer’s Prudential Financial PRU Stock Holding History

Atwood & Palmer’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	$8.06K	Hold	71	–	–	﹤0.01%	400
2026 Q2	$7.66K	Hold	71	–	–	﹤0.01%	386
2026 Q1	$6.94K	Hold	71	–	–	﹤0.01%	397
2025 Q4	$8.02K	Hold	71	–	–	﹤0.01%	396
2025 Q3	$7.37K	Hold	71	–	–	﹤0.01%	406
2025 Q2	$7.63K	Hold	71	–	–	﹤0.01%	415
2025 Q1	$7.93K	Hold	71	–	–	﹤0.01%	344
2024 Q4	$8.42K	Buy	+71	New	+$8.77K	﹤0.01%	353
2021 Q4	–	Sell	-44	Closed	-$5K	–	460
2021 Q3	$5K	Hold	44	–	–	﹤0.01%	381
2021 Q2	$5K	Sell	44 -80	-65%	-$8.17K	﹤0.01%	367
2021 Q1	$11K	Buy	124 +44	+55%	+$3.77K	﹤0.01%	342
2020 Q4	$6K	Hold	80	–	–	﹤0.01%	336
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	292
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	287
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	281
2019 Q4	$7K	Hold	80	–	–	﹤0.01%	260
2019 Q3	$7K	Hold	80	–	–	﹤0.01%	263
2019 Q2	$8K	Hold	80	–	–	﹤0.01%	252
2019 Q1	$7K	Hold	80	–	–	﹤0.01%	272
2018 Q4	$7K	Buy	+80	New	+$7.37K	﹤0.01%	265

Other funds holding PRU

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Atwood & Palmer's PRU Position: Q3 2026 in Review

Atwood & Palmer held its Prudential Financial (PRU) position steady in Q3 2026 at 71 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Atwood & Palmer first reported a position in PRU in Q4 2018 and has held it in 20 quarters since. The position peaked at $11K in Q1 2021. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Atwood & Palmer held 71 shares of Prudential Financial worth $8.06K as of Q3 2026.
Atwood & Palmer left its Prudential Financial share count unchanged in Q3 2026.
Prudential Financial made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #400 holding.
Atwood & Palmer first reported a position in Prudential Financial in Q4 2018 and has held it in 20 quarters since.
Atwood & Palmer's Prudential Financial position peaked at $11K in Q1 2021.
64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.