Legacy Advisors
PRU icon

Legacy Advisors’s Prudential Financial PRU Stock Holding History

Legacy 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 		– Sell
-1,884
Closed -$203K – 349
2026
Q2 		$203K Buy
+1,884
New +$192K 0.02% 314
2025
Q1 		$257K Sell
2,304
-77
-3% -$8.77K 0.03% 360
2024
Q4 		$282K Buy
2,381
+75
+3% +$9.26K 0.03% 322
2024
Q3 		$279K Buy
2,306
+64
+3% +$7.57K 0.03% 305
2024
Q2 		$263K Buy
2,242
+74
+3% +$8.54K 0.03% 271
2024
Q1 		$255K Buy
2,168
+164
+8% +$17.7K 0.03% 271
2023
Q4 		$208K Buy
+2,004
New +$192K 0.03% 294
2019
Q3 		– Sell
-1,200
Closed -$121K – 277
2019
Q2 		$121K Hold
1,200
– – 0.08% 151
2019
Q1 		$110K Buy
+1,200
New +$111K 0.04% 148
2018
Q4 		– Sell
-1,236
Closed -$125K – 326
2018
Q3 		$125K Hold
1,236
– – 0.06% 167
2018
Q2 		$116K Buy
1,236
+36
+3% +$3.64K 0.09% 127
2018
Q1 		$125K Hold
1,200
– – 0.09% 109
2017
Q4 		$137K Sell
1,200
-26
-2% -$2.92K 0.13% 73
2017
Q3 		$130K Buy
1,226
+26
+2% +$2.78K 0.14% 67
2017
Q2 		$129K Hold
1,200
– – 0.16% 65
2017
Q1 		$128K Hold
1,200
– – 0.17% 55
2016
Q4 		$124K Buy
+1,200
New +$114K 0.17% 60

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
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
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Legacy Advisors's PRU Position: Q3 2026 in Review

Legacy Advisors sold out of Prudential Financial (PRU) in Q3 2026, closing a stake of 1,884 shares — an estimated $203K sold.

Legacy Advisors first reported a position in PRU in Q4 2016 and held it in 17 quarters. The position peaked at $282K in Q4 2024. 374 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Legacy Advisors reported no remaining Prudential Financial position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 1,884 Prudential Financial shares in Q3 2026, an estimated $203K.
  • Legacy Advisors first reported a position in Prudential Financial in Q4 2016 and held it in 17 quarters.
  • Legacy Advisors's Prudential Financial position peaked at $282K in Q4 2024.
  • 374 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.