Fiduciary Alliance’s Prudential Financial PRU Stock Holding History

Fiduciary Alliance’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	$228K	Sell	2,004 -153	-7%	-$18.2K	0.02%	464
2026 Q2	$233K	Buy	2,157 +17	+0.8%	+$1.73K	0.02%	492
2026 Q1	$213K	Sell	2,140 -420	-16%	-$43.5K	0.01%	520
2025 Q4	$289K	Sell	2,560 -301	-11%	-$32.3K	0.02%	427
2025 Q3	$297K	Sell	2,861 -762	-21%	-$80.2K	0.02%	418
2025 Q2	$389K	Sell	3,623 -160	-4%	-$16.6K	0.03%	351
2025 Q1	$422K	Sell	3,783 -3,444	-48%	-$392K	0.04%	279
2024 Q4	$857K	Buy	7,227 +5,278	+271%	+$652K	0.09%	175
2024 Q3	$236K	Buy	+1,949	New	+$230K	0.03%	229
2023 Q3	–	Sell	-410	Closed	-$36.2K	–	742
2023 Q2	$36.2K	Buy	+410	New	+$34.3K	0.01%	353
2023 Q1	–	Sell	-411	Closed	-$40.9K	–	679
2022 Q4	$40.9K	Buy	+411	New	+$41.6K	0.01%	237

Other funds holding PRU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fiduciary Alliance's PRU Position: Q3 2026 in Review

Fiduciary Alliance reduced its Prudential Financial (PRU) stake by 7.1% in Q3 2026, selling an estimated $18.2K and leaving 2,004 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #464.

Fiduciary Alliance first reported a position in PRU in Q4 2022 and has held it in 11 quarters since. The position peaked at $857K in Q4 2024. 273 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Fiduciary Alliance held 2,004 shares of Prudential Financial worth $228K as of Q3 2026.
Fiduciary Alliance sold 153 Prudential Financial shares in Q3 2026, an estimated $18.2K.
Prudential Financial made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #464 holding.
Fiduciary Alliance first reported a position in Prudential Financial in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's Prudential Financial position peaked at $857K in Q4 2024.
273 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.