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Cornerstone Wealth Management’s Prudential Financial PRU Stock Holding History

Cornerstone 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 		$1.27M Buy
11,163
+1,841
+20% +$220K 0.05% 294
2026
Q2 		$1.01M Buy
9,322
+3,951
+74% +$402K 0.04% 336
2026
Q1 		$525K Buy
5,371
+816
+18% +$84.5K 0.03% 439
2025
Q4 		$514K Buy
4,555
+599
+15% +$64.2K 0.03% 414
2025
Q3 		$410K Buy
3,956
+62
+2% +$6.53K 0.02% 464
2025
Q2 		$418K Buy
3,894
+123
+3% +$12.7K 0.03% 433
2025
Q1 		$421K Sell
3,771
-13
-0.3% -$1.48K 0.03% 404
2024
Q4 		$449K Buy
3,784
+99
+3% +$12.2K 0.03% 379
2024
Q3 		$446K Sell
3,685
-1
-0% -$118 0.03% 379
2024
Q2 		$432K Sell
3,686
-15
-0.4% -$1.73K 0.03% 356
2024
Q1 		$434K Sell
3,701
-532
-13% -$57.3K 0.04% 354
2023
Q4 		$439K Buy
4,233
+490
+13% +$47K 0.04% 343
2023
Q3 		$355K Sell
3,743
-40
-1% -$3.78K 0.03% 386
2023
Q2 		$334K Sell
3,783
-35
-0.9% -$2.93K 0.03% 382
2023
Q1 		$316K Buy
+3,818
New +$364K 0.03% 367
2022
Q3 		$266K Buy
3,101
+1
+0% +$96 0.03% 371
2022
Q2 		$297K Sell
3,100
-172
-5% -$18.2K 0.03% 357
2022
Q1 		$387K Sell
3,272
-69
-2% -$7.85K 0.04% 322
2021
Q4 		$357K Sell
3,341
-183
-5% -$19.9K 0.03% 353
2021
Q3 		$371K Sell
3,524
-241
-6% -$24.8K 0.04% 320
2021
Q2 		$386K Sell
3,765
-3,688
-49% -$377K 0.04% 326
2021
Q1 		$679K Sell
7,453
-441
-6% -$37.8K 0.08% 224
2020
Q4 		$616K Sell
7,894
-546
-6% -$39.5K 0.08% 214
2020
Q3 		$536K Buy
8,440
+544
+7% +$35.8K 0.08% 211
2020
Q2 		$481K Buy
7,896
+1,124
+17% +$66K 0.08% 218
2020
Q1 		$353K Buy
+6,772
New +$538K 0.07% 241
2019
Q2 		– Sell
-2,207
Closed -$471K – 474
2019
Q1 		$471K Buy
+2,207
New +$203K 0.06% 282

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Cornerstone Wealth Management increased its Prudential Financial (PRU) stake by 20% in Q3 2026, buying an estimated $220K and bringing the position to 11,163 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #294.

Cornerstone Wealth Management first reported a position in PRU in Q1 2019 and has held it in 27 quarters since. 953 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Cornerstone Wealth Management held 11,163 shares of Prudential Financial worth $1.27M as of Q3 2026.
  • Cornerstone Wealth Management bought 1,841 Prudential Financial shares in Q3 2026, an estimated $220K.
  • Prudential Financial made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #294 holding.
  • Cornerstone Wealth Management first reported a position in Prudential Financial in Q1 2019 and has held it in 27 quarters since.
  • 953 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.