Harbor Asset Planning
PRU icon

Harbor Asset Planning’s Prudential Financial PRU Stock Holding History

Harbor Asset Planning’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 		$11.9K Hold
105
– – 0.01% 344
2026
Q2 		$11.3K Hold
105
– – 0.01% 343
2026
Q1 		$10.3K Hold
105
– – 0.01% 340
2025
Q4 		$11.9K Hold
105
– – 0.01% 330
2025
Q3 		$10.9K Hold
105
– – 0.01% 318
2025
Q2 		$11.3K Buy
+105
New +$10.9K 0.01% 310

Other funds holding PRU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harbor Asset Planning's PRU Position: Q3 2026 in Review

Harbor Asset Planning held its Prudential Financial (PRU) position steady in Q3 2026 at 105 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #344.

Harbor Asset Planning first reported a position in PRU in Q2 2025 and has held it in 6 quarters since. 953 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Harbor Asset Planning held 105 shares of Prudential Financial worth $11.9K as of Q3 2026.
  • Harbor Asset Planning left its Prudential Financial share count unchanged in Q3 2026.
  • Prudential Financial made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #344 holding.
  • Harbor Asset Planning first reported a position in Prudential Financial in Q2 2025 and has held it in 6 quarters since.
  • 953 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.