BankPlus Wealth Management’s Prudential Financial PRU Stock Holding History

BankPlus Wealth Management’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	$315K	Sell	2,771 -137	-5%	-$16.3K	0.14%	94
2026 Q2	$314K	Buy	2,908 +234	+9%	+$23.8K	0.14%	97
2026 Q1	$261K	Buy	2,674 +191	+8%	+$19.8K	0.14%	103
2025 Q4	$280K	Buy	2,483 +321	+15%	+$34.4K	0.15%	94
2025 Q3	$224K	Buy	2,162 +63	+3%	+$6.63K	0.13%	100
2025 Q2	$226K	Sell	2,099 -126	-6%	-$13.1K	0.15%	99
2025 Q1	$249K	Buy	2,225 +21	+1%	+$2.39K	0.18%	88
2024 Q4	$261K	Buy	+2,204	New	+$272K	0.19%	92

Other funds holding PRU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

BankPlus Wealth Management's PRU Position: Q3 2026 in Review

BankPlus Wealth Management reduced its Prudential Financial (PRU) stake by 4.7% in Q3 2026, selling an estimated $16.3K and leaving 2,771 shares worth $315K. The position accounts for 0.14% of the portfolio, ranked #94.

BankPlus Wealth Management first reported a position in PRU in Q4 2024 and has held it in 8 quarters since. 873 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

BankPlus Wealth Management held 2,771 shares of Prudential Financial worth $315K as of Q3 2026.
BankPlus Wealth Management sold 137 Prudential Financial shares in Q3 2026, an estimated $16.3K.
Prudential Financial made up 0.14% of BankPlus Wealth Management's portfolio in Q3 2026, its #94 holding.
BankPlus Wealth Management first reported a position in Prudential Financial in Q4 2024 and has held it in 8 quarters since.
873 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.