KFP
PRU icon

KMG Fiduciary Partners’s Prudential Financial PRU Stock Holding History

KMG Fiduciary Partners’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
Q2 		$6.38M Buy
59,147
+11,657
+25% +$1.19M 0.59% 42
2026
Q1 		$4.64M Buy
47,490
+6,472
+16% +$670K 0.34% 84
2025
Q4 		$4.63M Buy
41,018
+2,640
+7% +$283K 0.33% 74
2025
Q3 		$3.98M Buy
38,378
+1,872
+5% +$197K 0.27% 88
2025
Q2 		$3.92M Sell
36,506
-1,377
-4% -$143K 0.29% 85
2025
Q1 		$4.23M Buy
37,883
+2,252
+6% +$257K 0.35% 70
2024
Q4 		$4.22M Sell
35,631
-35
-0.1% -$4.32K 0.35% 73
2024
Q3 		$4.32M Sell
35,666
-12,428
-26% -$1.47M 0.37% 69
2024
Q2 		$5.64M Sell
48,094
-95
-0.2% -$11K 0.55% 46
2024
Q1 		$5.66M Sell
48,189
-205
-0.4% -$22.1K 0.59% 45
2023
Q4 		$5.02M Buy
48,394
+22
+0% +$2.11K 0.58% 45
2023
Q3 		$4.59M Buy
48,372
+300
+0.6% +$28.4K 0.61% 44
2023
Q2 		$4.24M Buy
48,072
+9,149
+24% +$765K 0.55% 51
2023
Q1 		$3.22M Sell
38,923
-3,255
-8% -$311K 0.46% 58
2022
Q4 		$4.2M Buy
42,178
+1,540
+4% +$156K 0.69% 45
2022
Q3 		$3.49M Buy
40,638
+17,224
+74% +$1.66M 0.67% 48
2022
Q2 		$2.24M Buy
23,414
+1,909
+9% +$202K 0.42% 64
2022
Q1 		$2.54M Buy
21,505
+701
+3% +$79.7K 0.41% 61
2021
Q4 		$2.25M Buy
20,804
+412
+2% +$44.7K 0.35% 73
2021
Q3 		$2.15M Buy
20,392
+8,448
+71% +$871K 0.37% 63
2021
Q2 		$1.22M Buy
11,944
+939
+9% +$95.9K 0.22% 91
2021
Q1 		$1M Buy
11,005
+2,280
+26% +$195K 0.2% 95
2020
Q4 		$673K Buy
8,725
+225
+3% +$16.3K 0.14% 108
2020
Q3 		$540K Buy
+8,500
New +$559K 0.13% 108

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return