High Point Wealth Management
PRU icon

High Point Wealth Management’s Prudential Financial PRU Stock Holding History

High Point 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 		$19.9K Hold
175
– – 0.02% 201
2026
Q2 		$18.9K Hold
175
– – 0.02% 191
2026
Q1 		$17.1K Hold
175
– – 0.02% 193
2025
Q4 		$19.8K Buy
+175
New +$18.8K 0.02% 193

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

High Point Wealth Management's PRU Position: Q3 2026 in Review

High Point Wealth Management held its Prudential Financial (PRU) position steady in Q3 2026 at 175 shares worth $19.9K. The position accounts for 0.02% of the portfolio, ranked #201.

High Point Wealth Management first reported a position in PRU in Q4 2025 and has held it in 4 quarters since. 814 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • High Point Wealth Management held 175 shares of Prudential Financial worth $19.9K as of Q3 2026.
  • High Point Wealth Management left its Prudential Financial share count unchanged in Q3 2026.
  • Prudential Financial made up 0.02% of High Point Wealth Management's portfolio in Q3 2026, its #201 holding.
  • High Point Wealth Management first reported a position in Prudential Financial in Q4 2025 and has held it in 4 quarters since.
  • 814 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.