Guardian Partners
PRU icon

Guardian Partners’s Prudential Financial PRU Stock Holding History

Guardian 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 		$142K Hold
1,250
– – 0.01% 229
2026
Q2 		$135K Buy
+1,250
New +$127K 0.01% 220
2025
Q2 		– Sell
-2,030
Closed -$206K – 177
2025
Q1 		$206K Sell
2,030
-100
-5% -$11.4K 0.02% 164
2024
Q4 		$252K Buy
+2,130
New +$263K 0.03% 152

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State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Guardian Partners's PRU Position: Q3 2026 in Review

Guardian Partners held its Prudential Financial (PRU) position steady in Q3 2026 at 1,250 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #229.

Guardian Partners first reported a position in PRU in Q4 2024 and has held it in 4 quarters since. The position peaked at $252K in Q4 2024. 1,256 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Guardian Partners held 1,250 shares of Prudential Financial worth $142K as of Q3 2026.
  • Guardian Partners left its Prudential Financial share count unchanged in Q3 2026.
  • Prudential Financial made up 0.01% of Guardian Partners's portfolio in Q3 2026, its #229 holding.
  • Guardian Partners first reported a position in Prudential Financial in Q4 2024 and has held it in 4 quarters since.
  • Guardian Partners's Prudential Financial position peaked at $252K in Q4 2024.
  • 1,256 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.