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Elevation Wealth Partners’s Prudential Financial PRU Stock Holding History

Elevation Wealth Partners’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 		$11.5K Buy
101
+20
+25% +$2.38K ﹤0.01% 845
2026
Q2 		$8.74K Buy
81
+14
+21% +$1.42K ﹤0.01% 849
2026
Q1 		$6.55K Buy
67
+28
+72% +$2.9K ﹤0.01% 628
2025
Q4 		$4.4K Buy
39
+17
+77% +$1.82K ﹤0.01% 660
2025
Q3 		$2.28K Buy
+22
New +$2.32K ﹤0.01% 619

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

Elevation Wealth Partners's PRU Position: Q3 2026 in Review

Elevation Wealth Partners increased its Prudential Financial (PRU) stake by 25% in Q3 2026, buying an estimated $2.38K and bringing the position to 101 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Elevation Wealth Partners first reported a position in PRU in Q3 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Elevation Wealth Partners held 101 shares of Prudential Financial worth $11.5K as of Q3 2026.
  • Elevation Wealth Partners bought 20 Prudential Financial shares in Q3 2026, an estimated $2.38K.
  • Prudential Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #845 holding.
  • Elevation Wealth Partners first reported a position in Prudential Financial in Q3 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.