Calamos Wealth Management
PRU icon

Calamos Wealth Management’s Prudential Financial PRU Stock Holding History

Calamos 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 		$444K Buy
3,907
+3
+0.1% +$358 0.01% 330
2026
Q2 		$421K Sell
3,904
-1,242
-24% -$126K 0.01% 328
2026
Q1 		$503K Buy
5,146
+1,156
+29% +$120K 0.02% 295
2025
Q4 		$450K Buy
3,990
+15
+0.4% +$1.61K 0.02% 286
2025
Q3 		$412K Buy
+3,975
New +$419K 0.01% 289
2019
Q3 		– Sell
-3,138
Closed -$317K – 236
2019
Q2 		$317K Sell
3,138
-340
-10% -$33.9K 0.04% 191
2019
Q1 		$320K Buy
3,478
+154
+5% +$14.2K 0.05% 184
2018
Q4 		$271K Sell
3,324
-829
-20% -$76.4K 0.04% 190
2018
Q3 		$421K Sell
4,153
-222
-5% -$21.9K 0.05% 163
2018
Q2 		$409K Sell
4,375
-76
-2% -$7.68K 0.05% 162
2018
Q1 		$461K Sell
4,451
-1,198
-21% -$135K 0.06% 163
2017
Q4 		$649K Sell
5,649
-18,426
-77% -$2.07M 0.08% 149
2017
Q3 		$2.56M Buy
24,075
+207
+0.9% +$22.1K 0.35% 86
2017
Q2 		$2.58M Buy
+23,868
New +$2.53M 0.37% 80
2014
Q4 		– Sell
-20,718
Closed -$1.82M – 223
2014
Q3 		$1.82M Buy
20,718
+425
+2% +$38K 0.53% 73
2014
Q2 		$1.8M Buy
20,293
+2,208
+12% +$186K 0.51% 77
2014
Q1 		$1.53M Buy
+18,085
New +$1.56M 0.45% 95

Other funds holding PRU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

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

Calamos Wealth Management increased its Prudential Financial (PRU) stake by 0.08% in Q3 2026, buying an estimated $358 and bringing the position to 3,907 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #330.

Calamos Wealth Management first reported a position in PRU in Q1 2014 and has held it in 17 quarters since. The position peaked at $2.58M in Q2 2017. 879 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Calamos Wealth Management held 3,907 shares of Prudential Financial worth $444K as of Q3 2026.
  • Calamos Wealth Management bought 3 Prudential Financial shares in Q3 2026, an estimated $358.
  • Prudential Financial made up 0.01% of Calamos Wealth Management's portfolio in Q3 2026, its #330 holding.
  • Calamos Wealth Management first reported a position in Prudential Financial in Q1 2014 and has held it in 17 quarters since.
  • Calamos Wealth Management's Prudential Financial position peaked at $2.58M in Q2 2017.
  • 879 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.