Cassaday & Co Wealth Management
PRU icon

Cassaday & Co Wealth Management’s Prudential Financial PRU Stock Holding History

Cassaday & Co 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 		$188K Buy
1,657
+958
+137% +$114K ﹤0.01% 360
2026
Q2 		$75.4K Buy
699
+33
+5% +$3.36K ﹤0.01% 543
2026
Q1 		$65.1K Buy
+666
New +$69K ﹤0.01% 559

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Cassaday & Co Wealth Management's PRU Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Prudential Financial (PRU) stake by 137% in Q3 2026, buying an estimated $114K and bringing the position to 1,657 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Cassaday & Co Wealth Management first reported a position in PRU in Q1 2026 and has held it in 3 quarters since. 915 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Cassaday & Co Wealth Management held 1,657 shares of Prudential Financial worth $188K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 958 Prudential Financial shares in Q3 2026, an estimated $114K.
  • Prudential Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #360 holding.
  • Cassaday & Co Wealth Management first reported a position in Prudential Financial in Q1 2026 and has held it in 3 quarters since.
  • 915 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.