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Diversified Management’s Prudential Financial PRU Stock Holding History

Diversified 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 		$628K Buy
+5,532
New +$660K 0.11% 144
2026
Q2 		– Sell
-7,583
Closed -$741K – 248
2026
Q1 		$741K Buy
7,583
+5,485
+261% +$568K 0.13% 153
2025
Q4 		$237K Buy
+2,098
New +$225K 0.06% 160

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

Diversified Management's PRU Position: Q3 2026 in Review

Diversified Management opened a new position in Prudential Financial (PRU) in Q3 2026: 5,532 shares worth $628K. The stake represents 0.11% of the portfolio and ranks #144 among its holdings. This is a return to the name: Diversified Management previously reported a position in PRU as recently as Q1 2026.

Diversified Management first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $741K in Q1 2026. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Diversified Management held 5,532 shares of Prudential Financial worth $628K as of Q3 2026.
  • Prudential Financial was a new Diversified Management position in Q3 2026.
  • Prudential Financial made up 0.11% of Diversified Management's portfolio in Q3 2026, its #144 holding.
  • Diversified Management first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • Diversified Management's Prudential Financial position peaked at $741K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.