Howard Financial Services
PRU icon

Howard Financial Services’s Prudential Financial PRU Stock Holding History

Howard Financial Services’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 		$211K Buy
+1,857
New +$221K 0.02% 222
2026
Q2 		– Sell
-2,361
Closed -$231K – 258
2026
Q1 		$231K Sell
2,361
-287
-11% -$29.7K 0.03% 203
2025
Q4 		$299K Buy
+2,648
New +$284K 0.03% 160

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

Howard Financial Services's PRU Position: Q3 2026 in Review

Howard Financial Services opened a new position in Prudential Financial (PRU) in Q3 2026: 1,857 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in PRU as recently as Q1 2026.

Howard Financial Services first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 953 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Howard Financial Services held 1,857 shares of Prudential Financial worth $211K as of Q3 2026.
  • Prudential Financial was a new Howard Financial Services position in Q3 2026.
  • Prudential Financial made up 0.02% of Howard Financial Services's portfolio in Q3 2026, its #222 holding.
  • Howard Financial Services first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • Howard Financial Services's Prudential Financial position peaked at $299K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.