CI
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CX Institutional’s Prudential Financial PRU Stock Holding History

CX Institutional’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 		$492K Sell
4,333
-379
-8% -$45.2K 0.01% 475
2026
Q2 		$509K Buy
4,712
+611
+15% +$62.1K 0.01% 470
2026
Q1 		$401K Sell
4,101
-999
-20% -$103K 0.01% 517
2025
Q4 		$576K Sell
5,100
-3,260
-39% -$350K 0.02% 387
2025
Q3 		$867K Buy
8,360
+4,669
+126% +$492K 0.03% 323
2025
Q2 		$397K Buy
3,691
+67
+2% +$6.94K 0.01% 429
2025
Q1 		$405K Sell
3,624
-40,100
-92% -$4.57M 0.02% 415
2024
Q4 		$5.18M Buy
43,724
+10,751
+33% +$1.33M 0.21% 121
2024
Q3 		$3.99M Buy
32,973
+30,601
+1,290% +$3.62M 0.18% 154
2024
Q2 		$278K Sell
2,372
-55
-2% -$6.35K 0.01% 475
2024
Q1 		$285K Sell
2,427
-23
-0.9% -$2.48K 0.01% 472
2023
Q4 		$254K Sell
2,450
-58
-2% -$5.56K 0.01% 442
2023
Q3 		$238K Buy
2,508
+39
+2% +$3.69K 0.01% 447
2023
Q2 		$218K Buy
+2,469
New +$207K 0.01% 491
2023
Q1 		– Sell
-2,647
Closed -$263K – 560
2022
Q4 		$263K Buy
+2,647
New +$268K 0.02% 453
2022
Q3 		– Sell
-1,153
Closed -$110K – 968
2022
Q2 		$110K Buy
+1,153
New +$122K 0.01% 543
2021
Q4 		– Sell
-1,073
Closed -$113K – 771
2021
Q3 		$113K Buy
1,073
+148
+16% +$15.3K 0.01% 426
2021
Q2 		$95K Buy
925
+95
+11% +$9.7K 0.01% 443
2021
Q1 		$76K Buy
830
+156
+23% +$13.4K 0.01% 419
2020
Q4 		$53K Buy
674
+202
+43% +$14.6K 0.01% 431
2020
Q3 		$30K Buy
472
+241
+104% +$15.8K ﹤0.01% 472
2020
Q2 		$14K Sell
231
-19
-8% -$1.11K ﹤0.01% 513
2020
Q1 		$13K Buy
250
+74
+42% +$5.88K ﹤0.01% 426
2019
Q4 		$16K Sell
176
-38
-18% -$3.49K ﹤0.01% 378
2019
Q3 		$19K Sell
214
-1,718
-89% -$156K ﹤0.01% 381
2019
Q2 		$195K Sell
1,932
-19,740
-91% -$1.97M 0.03% 223
2019
Q1 		$1.99M Buy
21,672
+21,584
+24,527% +$1.99M 0.35% 83
2018
Q4 		$7K Hold
88
– – ﹤0.01% 377
2018
Q3 		$9K Hold
88
– – ﹤0.01% 261
2018
Q2 		$8K Buy
+88
New +$8.89K ﹤0.01% 244

Other funds holding PRU

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

CX Institutional's PRU Position: Q3 2026 in Review

CX Institutional reduced its Prudential Financial (PRU) stake by 8% in Q3 2026, selling an estimated $45.2K and leaving 4,333 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #475.

CX Institutional first reported a position in PRU in Q2 2018 and has held it in 30 quarters since. The position peaked at $5.18M in Q4 2024. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • CX Institutional held 4,333 shares of Prudential Financial worth $492K as of Q3 2026.
  • CX Institutional sold 379 Prudential Financial shares in Q3 2026, an estimated $45.2K.
  • Prudential Financial made up 0.01% of CX Institutional's portfolio in Q3 2026, its #475 holding.
  • CX Institutional first reported a position in Prudential Financial in Q2 2018 and has held it in 30 quarters since.
  • CX Institutional's Prudential Financial position peaked at $5.18M in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.