Focused Wealth Management
PRU icon

Focused Wealth Management’s Prudential Financial PRU Stock Holding History

Focused 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
2022
Q2 		– Sell
-3,000
Closed -$1K – 1043
2022
Q1 		$1K Buy
+3,000
New +$341K ﹤0.01% 918

Other funds holding PRU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Focused Wealth Management increased its Prudential Financial (PRU) stake by 4.3% in Q3 2026, buying an estimated $11.7K and bringing the position to 2,360 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #177.

Focused Wealth Management first reported a position in PRU in Q3 2013 and has held it in 45 quarters since. The position peaked at $348K in Q2 2017. 738 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Focused Wealth Management held 2,360 shares of Prudential Financial worth $268K as of Q3 2026.
  • Focused Wealth Management bought 98 Prudential Financial shares in Q3 2026, an estimated $11.7K.
  • Prudential Financial made up 0.02% of Focused Wealth Management's portfolio in Q3 2026, its #177 holding.
  • Focused Wealth Management first reported a position in Prudential Financial in Q3 2013 and has held it in 45 quarters since.
  • Focused Wealth Management's Prudential Financial position peaked at $348K in Q2 2017.
  • 738 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.