IFG Advisory’s Prudential Financial PRU Stock Holding History

IFG Advisory’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	$257K	Buy	2,264 +532	+31%	+$63.4K	0.01%	802
2026 Q2	$187K	Buy	1,732 +1,643	+1,846%	+$167K	0.01%	889
2026 Q1	$8.69K	Sell	89 -1,850	-95%	-$192K	0.02%	265
2025 Q4	$219K	Sell	1,939 -268	-12%	-$28.7K	0.01%	710
2025 Q3	$229K	Buy	2,207 +163	+8%	+$17.2K	0.01%	714
2025 Q2	$220K	Buy	2,044 +95	+5%	+$9.8K	0.01%	693
2025 Q1	$218K	Sell	1,949 -106	-5%	-$12.1K	0.01%	639
2024 Q4	$244K	Buy	+2,055	New	+$254K	0.01%	585
2024 Q3	–	Sell	-2,076	Closed	-$243K	–	554
2024 Q2	$243K	Buy	+2,076	New	+$240K	0.02%	554
2024 Q1	–	Sell	-2,111	Closed	-$219K	–	519
2023 Q4	$219K	Sell	2,111 -628	-23%	-$60.2K	0.02%	541
2023 Q3	$260K	Buy	+2,739	New	+$259K	0.02%	466
2019 Q4	–	Sell	-2,601	Closed	-$233K	–	419
2019 Q3	$233K	Sell	2,601 -142	-5%	-$12.9K	0.05%	356
2019 Q2	$277K	Buy	2,743 +113	+4%	+$11.3K	0.05%	288
2019 Q1	$241K	Buy	+2,630	New	+$242K	0.05%	298

Other funds holding PRU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

IFG Advisory's PRU Position: Q3 2026 in Review

IFG Advisory increased its Prudential Financial (PRU) stake by 31% in Q3 2026, buying an estimated $63.4K and bringing the position to 2,264 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #802.

IFG Advisory first reported a position in PRU in Q1 2019 and has held it in 14 quarters since. The position peaked at $277K in Q2 2019. 879 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

IFG Advisory held 2,264 shares of Prudential Financial worth $257K as of Q3 2026.
IFG Advisory bought 532 Prudential Financial shares in Q3 2026, an estimated $63.4K.
Prudential Financial made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #802 holding.
IFG Advisory first reported a position in Prudential Financial in Q1 2019 and has held it in 14 quarters since.
IFG Advisory's Prudential Financial position peaked at $277K in Q2 2019.
879 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.