Forza Wealth Management’s Prudential Financial PRU Stock Holding History

Forza 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	$641K	Hold	5,647	–	–	0.19%	110
2026 Q2	$609K	Hold	5,647	–	–	0.19%	112
2026 Q1	$552K	Hold	5,647	–	–	0.19%	119
2025 Q4	$637K	Hold	5,647	–	–	0.23%	103
2025 Q3	$586K	Hold	5,647	–	–	0.22%	106
2025 Q2	$607K	Hold	5,647	–	–	0.25%	100
2025 Q1	$631K	Hold	5,647	–	–	0.28%	87
2024 Q4	$669K	Hold	5,647	–	–	0.3%	84
2024 Q3	$684K	Hold	5,647	–	–	0.31%	82
2024 Q2	$662K	Hold	5,647	–	–	0.34%	78
2024 Q1	$663K	Hold	5,647	–	–	0.34%	80
2023 Q4	$586K	Hold	5,647	–	–	0.32%	88
2023 Q3	$536K	Hold	5,647	–	–	0.28%	107
2023 Q2	$498K	Hold	5,647	–	–	0.25%	116
2023 Q1	$467K	Buy	5,647 +909	+19%	+$86.8K	0.24%	123
2022 Q4	$471K	Buy	+4,738	New	+$480K	0.31%	87

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 $1.81B AUM 23.74% 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

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

Forza Wealth Management held its Prudential Financial (PRU) position steady in Q3 2026 at 5,647 shares worth $641K. The position accounts for 0.19% of the portfolio, ranked #110.

Forza Wealth Management first reported a position in PRU in Q4 2022 and has held it in 16 quarters since. The position peaked at $684K in Q3 2024. 301 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Forza Wealth Management held 5,647 shares of Prudential Financial worth $641K as of Q3 2026.
Forza Wealth Management left its Prudential Financial share count unchanged in Q3 2026.
Prudential Financial made up 0.19% of Forza Wealth Management's portfolio in Q3 2026, its #110 holding.
Forza Wealth Management first reported a position in Prudential Financial in Q4 2022 and has held it in 16 quarters since.
Forza Wealth Management's Prudential Financial position peaked at $684K in Q3 2024.
301 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.