MHR
PRU icon

Matthew Hamilton Rosenberg’s Prudential Financial PRU Stock Holding History

Matthew Hamilton Rosenberg’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 		$25.4K Sell
224
-46
-17% -$5.49K ﹤0.01% 528
2026
Q2 		$29.1K Hold
270
– – 0.01% 500
2026
Q1 		$26.4K Sell
270
-43
-14% -$4.45K 0.01% 509
2025
Q4 		$35.3K Hold
313
– – 0.01% 466
2025
Q3 		$32.5K Sell
313
-71
-18% -$7.48K 0.01% 474
2025
Q2 		$41.3K Hold
384
– – 0.01% 466
2025
Q1 		$42.9K Hold
384
– – 0.01% 446
2024
Q4 		$45.5K Hold
384
– – 0.01% 436
2024
Q3 		$46.5K Hold
384
– – 0.01% 435
2024
Q2 		$45.1K Hold
384
– – 0.01% 434
2024
Q1 		$44.7K Sell
384
-37
-9% -$3.99K 0.01% 439
2023
Q4 		$43.7K Sell
421
-38
-8% -$3.65K 0.01% 449
2023
Q3 		$43.6K Hold
459
– – 0.01% 440
2023
Q2 		$40.5K Buy
459
+1
+0.2% +$84 0.01% 467
2023
Q1 		$37.9K Buy
458
+2
+0.4% +$191 0.01% 517
2022
Q4 		$45.4K Buy
456
+1
+0.2% +$101 0.02% 484
2022
Q3 		$39K Buy
455
+1
+0.2% +$96 0.02% 497
2022
Q2 		$44K Buy
454
+1
+0.2% +$106 0.02% 490
2022
Q1 		$54K Buy
453
+1
+0.2% +$114 0.02% 447
2021
Q4 		$49K Sell
452
-259
-36% -$28.1K 0.02% 420
2021
Q3 		$75K Hold
711
– – 0.03% 331
2021
Q2 		$73K Buy
711
+1
+0.1% +$102 0.04% 311
2021
Q1 		$65K Buy
710
+268
+61% +$22.9K 0.04% 316
2020
Q4 		$34K Buy
442
+1
+0.2% +$72 0.02% 371
2020
Q3 		$28K Buy
441
+89
+25% +$5.85K 0.02% 364
2020
Q2 		$21K Sell
352
-1,049
-75% -$61.6K 0.02% 418
2020
Q1 		$74K Buy
+1,401
New +$111K 0.07% 186

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
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 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

Matthew Hamilton Rosenberg's PRU Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Prudential Financial (PRU) stake by 17% in Q3 2026, selling an estimated $5.49K and leaving 224 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Matthew Hamilton Rosenberg first reported a position in PRU in Q1 2020 and has held it in 27 quarters since. The position peaked at $75K in Q3 2021. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Matthew Hamilton Rosenberg held 224 shares of Prudential Financial worth $25.4K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 46 Prudential Financial shares in Q3 2026, an estimated $5.49K.
  • Prudential Financial made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #528 holding.
  • Matthew Hamilton Rosenberg first reported a position in Prudential Financial in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Prudential Financial position peaked at $75K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.