Kestra Advisory Services
PRU icon

Kestra Advisory Services’s Prudential Financial PRU Stock Holding History

Kestra Advisory 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 		$6.41M Buy
56,406
+3,695
+7% +$441K 0.02% 775
2026
Q2 		$5.69M Sell
52,711
-18,931
-26% -$1.93M 0.02% 776
2026
Q1 		$7M Buy
71,642
+22,107
+45% +$2.29M 0.03% 622
2025
Q4 		$5.59M Buy
49,535
+1,904
+4% +$204K 0.02% 672
2025
Q3 		$4.94M Sell
47,631
-460
-1% -$48.4K 0.02% 688
2025
Q2 		$5.17M Buy
48,091
+495
+1% +$51.3K 0.03% 624
2025
Q1 		$5.32M Buy
47,596
+826
+2% +$94.1K 0.03% 555
2024
Q4 		$5.54M Sell
46,770
-3,992
-8% -$493K 0.03% 533
2024
Q3 		$6.15M Sell
50,762
-4,707
-8% -$556K 0.03% 526
2024
Q2 		$6.16M Buy
55,469
+8,785
+19% +$1.01M 0.03% 519
2024
Q1 		$5.48M Buy
46,684
+1,707
+4% +$184K 0.04% 490
2023
Q4 		$4.66M Buy
44,977
+3,748
+9% +$360K 0.04% 477
2023
Q3 		$3.91M Sell
41,229
-506
-1% -$47.9K 0.04% 458
2023
Q2 		$3.68M Buy
41,735
+5,299
+15% +$443K 0.04% 469
2023
Q1 		$3.01M Sell
36,436
-902
-2% -$86.1K 0.03% 508
2022
Q4 		$3.71M Sell
37,338
-6,968
-16% -$706K 0.03% 523
2022
Q3 		$3.8M Buy
44,306
+646
+1% +$62.2K 0.04% 449
2022
Q2 		$4.18M Sell
43,660
-2,287
-5% -$242K 0.04% 407
2022
Q1 		$5.43M Sell
45,947
-3,887
-8% -$442K 0.06% 348
2021
Q4 		$5.39M Buy
49,834
+396
+0.8% +$43K 0.05% 350
2021
Q3 		$5.2M Sell
49,438
-271
-0.5% -$27.9K 0.05% 374
2021
Q2 		$5.09M Buy
49,709
+3,135
+7% +$320K 0.06% 357
2021
Q1 		$4.24M Sell
46,574
-31,162
-40% -$2.67M 0.05% 370
2020
Q4 		$6.02M Buy
77,736
+15,695
+25% +$1.13M 0.07% 294
2020
Q3 		$3.94M Buy
+62,041
New +$4.08M 0.07% 278

Other funds holding PRU

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Kestra Advisory Services's PRU Position: Q3 2026 in Review

Kestra Advisory Services increased its Prudential Financial (PRU) stake by 7% in Q3 2026, buying an estimated $441K and bringing the position to 56,406 shares worth $6.41M. The position accounts for 0.02% of the portfolio, ranked #775.

Kestra Advisory Services first reported a position in PRU in Q3 2020 and has held it in 25 quarters since. The position peaked at $7M in Q1 2026. 709 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Kestra Advisory Services held 56,406 shares of Prudential Financial worth $6.41M as of Q3 2026.
  • Kestra Advisory Services bought 3,695 Prudential Financial shares in Q3 2026, an estimated $441K.
  • Prudential Financial made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #775 holding.
  • Kestra Advisory Services first reported a position in Prudential Financial in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Prudential Financial position peaked at $7M in Q1 2026.
  • 709 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.