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Iowa State Bank’s Prudential Financial PRU Stock Holding History

Iowa State Bank’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 		$4.49M Sell
39,506
-1,840
-4% -$219K 0.76% 37
2026
Q2 		$4.46M Sell
41,346
-5,607
-12% -$570K 0.75% 39
2026
Q1 		$4.59M Buy
46,953
+1,612
+4% +$167K 0.84% 39
2025
Q4 		$5.12M Sell
45,341
-786
-2% -$84.3K 0.96% 36
2025
Q3 		$4.79M Buy
46,127
+481
+1% +$50.6K 0.91% 35
2025
Q2 		$4.9M Sell
45,646
-412
-0.9% -$42.7K 0.98% 34
2025
Q1 		$5.14M Sell
46,058
-247
-0.5% -$28.1K 1.09% 32
2024
Q4 		$5.49M Sell
46,305
-2,065
-4% -$255K 1.14% 33
2024
Q3 		$5.86M Sell
48,370
-3,359
-6% -$397K 1.2% 31
2024
Q2 		$6.06M Sell
51,729
-249
-0.5% -$28.7K 1.34% 26
2024
Q1 		$6.1M Sell
51,978
-10,609
-17% -$1.14M 1.35% 25
2023
Q4 		$6.49M Sell
62,587
-13
-0% -$1.25K 1.56% 20
2023
Q3 		$5.94M Sell
62,600
-886
-1% -$83.8K 1.54% 21
2023
Q2 		$5.6M Sell
63,486
-1,881
-3% -$157K 1.41% 23
2023
Q1 		$5.41M Sell
65,367
-469
-0.7% -$44.8K 1.36% 21
2022
Q4 		$6.55M Buy
65,836
+1,633
+3% +$165K 1.64% 18
2022
Q3 		$5.51M Buy
64,203
+1,991
+3% +$192K 1.57% 19
2022
Q2 		$5.95M Buy
62,212
+669
+1% +$70.8K 1.58% 18
2022
Q1 		$7.27M Buy
61,543
+695
+1% +$79K 1.69% 18
2021
Q4 		$6.59M Buy
60,848
+6,112
+11% +$664K 1.55% 17
2021
Q3 		$5.76M Buy
54,736
+1,966
+4% +$203K 1.61% 19
2021
Q2 		$5.41M Buy
52,770
+414
+0.8% +$42.3K 1.52% 21
2021
Q1 		$4.77M Buy
+52,356
New +$4.48M 1.43% 23

Other funds holding PRU

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Iowa State Bank's PRU Position: Q3 2026 in Review

Iowa State Bank reduced its Prudential Financial (PRU) stake by 4.5% in Q3 2026, selling an estimated $219K and leaving 39,506 shares worth $4.49M. The position accounts for 0.76% of the portfolio, ranked #37.

Iowa State Bank first reported a position in PRU in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.27M in Q1 2022. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Iowa State Bank held 39,506 shares of Prudential Financial worth $4.49M as of Q3 2026.
  • Iowa State Bank sold 1,840 Prudential Financial shares in Q3 2026, an estimated $219K.
  • Prudential Financial made up 0.76% of Iowa State Bank's portfolio in Q3 2026, its #37 holding.
  • Iowa State Bank first reported a position in Prudential Financial in Q1 2021 and has held it in 23 quarters since.
  • Iowa State Bank's Prudential Financial position peaked at $7.27M in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.