IVC Wealth Advisors
PRU icon

IVC Wealth Advisors’s Prudential Financial PRU Stock Holding History

IVC Wealth Advisors’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 		$977K Sell
8,601
-1,296
-13% -$155K 0.39% 46
2026
Q2 		$1.07M Sell
9,897
-1,585
-14% -$161K 0.42% 47
2026
Q1 		$1.12M Sell
11,482
-308
-3% -$31.9K 0.49% 40
2025
Q4 		$1.33M Sell
11,790
-335
-3% -$35.9K 0.58% 30
2025
Q3 		$1.26M Buy
12,125
+17
+0.1% +$1.79K 0.56% 30
2025
Q2 		$1.3M Sell
12,108
-79
-0.6% -$8.18K 0.63% 32
2025
Q1 		$1.36M Buy
12,187
+121
+1% +$13.8K 0.73% 33
2024
Q4 		$1.43M Buy
12,066
+18
+0.1% +$2.22K 0.8% 28
2024
Q3 		$1.46M Sell
12,048
-1,466
-11% -$173K 0.8% 30
2024
Q2 		$1.58M Sell
13,514
-32
-0.2% -$3.69K 0.89% 25
2024
Q1 		$1.59M Sell
13,546
-102
-0.7% -$11K 0.92% 25
2023
Q4 		$1.42M Sell
13,648
-170
-1% -$16.3K 0.88% 26
2023
Q3 		$1.31M Sell
13,818
-71
-0.5% -$6.72K 0.88% 25
2023
Q2 		$1.23M Buy
13,889
+34
+0.2% +$2.84K 0.78% 29
2023
Q1 		$1.15M Sell
13,855
-411
-3% -$39.2K 0.81% 28
2022
Q4 		$1.42M Sell
14,266
-31
-0.2% -$3.14K 1.05% 21
2022
Q3 		$1.23M Sell
14,297
-98
-0.7% -$9.43K 0.99% 20
2022
Q2 		$1.38M Buy
14,395
+147
+1% +$15.6K 1.07% 20
2022
Q1 		$1.68M Buy
14,248
+616
+5% +$70K 1.11% 17
2021
Q4 		$1.48M Sell
13,632
-1,339
-9% -$145K 0.95% 22
2021
Q3 		$1.58M Buy
14,971
+531
+4% +$54.7K 1.09% 19
2021
Q2 		$1.48M Buy
14,440
+45
+0.3% +$4.6K 1.04% 21
2021
Q1 		$1.31M Buy
14,395
+362
+3% +$31K 1.03% 21
2020
Q4 		$1.1M Buy
+14,033
New +$1.01M 1.05% 24

Other funds holding PRU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

IVC Wealth Advisors's PRU Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Prudential Financial (PRU) stake by 13% in Q3 2026, selling an estimated $155K and leaving 8,601 shares worth $977K. The position accounts for 0.39% of the portfolio, ranked #46.

IVC Wealth Advisors first reported a position in PRU in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.68M in Q1 2022. 429 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • IVC Wealth Advisors held 8,601 shares of Prudential Financial worth $977K as of Q3 2026.
  • IVC Wealth Advisors sold 1,296 Prudential Financial shares in Q3 2026, an estimated $155K.
  • Prudential Financial made up 0.39% of IVC Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • IVC Wealth Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Prudential Financial position peaked at $1.68M in Q1 2022.
  • 429 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.