Empirical Wealth Management’s Prudential Financial PRU Stock Holding History

Empirical 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	$1M	Buy	8,846 +2,767	+46%	+$330K	0.01%	493
2026 Q2	$656K	Buy	6,079 +992	+20%	+$101K	0.01%	555
2026 Q1	$497K	Buy	5,087 +542	+12%	+$56.1K	0.01%	575
2025 Q4	$513K	Sell	4,545 -151	-3%	-$16.2K	0.01%	509
2025 Q3	$487K	Sell	4,696 -1,140	-20%	-$120K	0.01%	479
2025 Q2	$627K	Buy	5,836 +508	+10%	+$52.6K	0.01%	386
2025 Q1	$595K	Buy	5,328 +309	+6%	+$35.2K	0.02%	378
2024 Q4	$595K	Buy	5,019 +72	+1%	+$8.89K	0.02%	357
2024 Q3	$599K	Buy	4,947 +210	+4%	+$24.8K	0.02%	343
2024 Q2	$555K	Buy	4,737 +1,289	+37%	+$149K	0.02%	336
2024 Q1	$405K	Buy	3,448 +1,363	+65%	+$147K	0.01%	379
2023 Q4	$216K	Buy	+2,085	New	+$200K	0.01%	459

Other funds holding PRU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Empirical Wealth Management increased its Prudential Financial (PRU) stake by 46% in Q3 2026, buying an estimated $330K and bringing the position to 8,846 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #493.

Empirical Wealth Management first reported a position in PRU in Q4 2023 and has held it in 12 quarters since. 922 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Empirical Wealth Management held 8,846 shares of Prudential Financial worth $1M as of Q3 2026.
Empirical Wealth Management bought 2,767 Prudential Financial shares in Q3 2026, an estimated $330K.
Prudential Financial made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #493 holding.
Empirical Wealth Management first reported a position in Prudential Financial in Q4 2023 and has held it in 12 quarters since.
922 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.