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Coastline Trust’s Prudential Financial PRU Stock Holding History

Coastline Trust’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 		$114K Hold
1,000
– – 0.01% 213
2026
Q2 		$108K Hold
1,000
– – 0.01% 237
2026
Q1 		$97.7K Hold
1,000
– – 0.01% 239
2025
Q4 		$113K Hold
1,000
– – 0.01% 228
2025
Q3 		$104K Hold
1,000
– – 0.01% 226
2025
Q2 		$107K Hold
1,000
– – 0.01% 229
2025
Q1 		$112K Sell
1,000
-30
-3% -$3.42K 0.01% 221
2024
Q4 		$122K Hold
1,030
– – 0.01% 220
2024
Q3 		$125K Buy
+1,030
New +$122K 0.01% 234
2022
Q2 		– Sell
-1,745
Closed -$206K – 324
2022
Q1 		$206K Buy
+1,745
New +$198K 0.03% 319
2020
Q1 		– Sell
-3,220
Closed -$302K – 318
2019
Q4 		$302K Buy
3,220
+270
+9% +$24.8K 0.04% 289
2019
Q3 		$266K Buy
2,950
+295
+11% +$26.7K 0.04% 291
2019
Q2 		$268K Buy
2,655
+30
+1% +$2.99K 0.04% 292
2019
Q1 		$241K Sell
2,625
-60
-2% -$5.53K 0.04% 294
2018
Q4 		$219K Sell
2,685
-1,490
-36% -$137K 0.04% 285
2018
Q3 		$423K Sell
4,175
-135
-3% -$13.3K 0.06% 265
2018
Q2 		$403K Buy
4,310
+186
+5% +$18.8K 0.06% 268
2018
Q1 		$427K Sell
4,124
-110
-3% -$12.4K 0.07% 258
2017
Q4 		$486K Buy
4,234
+380
+10% +$42.7K 0.07% 242
2017
Q3 		$409K Buy
3,854
+199
+5% +$21.3K 0.07% 234
2017
Q2 		$395K Buy
3,655
+100
+3% +$10.6K 0.07% 232
2017
Q1 		$380K Buy
3,555
+410
+13% +$44.2K 0.07% 232
2016
Q4 		$327K Sell
3,145
-85
-3% -$8.06K 0.06% 231
2016
Q3 		$264K Buy
+3,230
New +$248K 0.05% 252

Other funds holding PRU

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Coastline Trust's PRU Position: Q3 2026 in Review

Coastline Trust held its Prudential Financial (PRU) position steady in Q3 2026 at 1,000 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #213.

Coastline Trust first reported a position in PRU in Q3 2016 and has held it in 24 quarters since. The position peaked at $486K in Q4 2017. 143 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Coastline Trust held 1,000 shares of Prudential Financial worth $114K as of Q3 2026.
  • Coastline Trust left its Prudential Financial share count unchanged in Q3 2026.
  • Prudential Financial made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #213 holding.
  • Coastline Trust first reported a position in Prudential Financial in Q3 2016 and has held it in 24 quarters since.
  • Coastline Trust's Prudential Financial position peaked at $486K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.