MB, Levis & Associates’s Prudential Financial PRU Stock Holding History

MB, Levis & Associates’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	$30.3K	Hold	267	–	–	0.01%	128
2026 Q2	$28.8K	Hold	267	–	–	0.01%	133
2026 Q1	$26.1K	Hold	267	–	–	0.01%	131
2025 Q4	$30.1K	Hold	267	–	–	0.01%	127
2025 Q3	$27.7K	Hold	267	–	–	0.01%	130
2025 Q2	$28.7K	Hold	267	–	–	0.01%	149
2025 Q1	$29.8K	Hold	267	–	–	0.01%	148
2024 Q4	$31.6K	Hold	267	–	–	0.02%	140
2024 Q3	$32.3K	Hold	267	–	–	0.02%	139
2024 Q2	$31.3K	Hold	267	–	–	0.02%	139
2024 Q1	$31.3K	Hold	267	–	–	0.02%	138
2023 Q4	$27.7K	Hold	267	–	–	0.02%	140
2023 Q3	$25.3K	Hold	267	–	–	0.02%	146
2023 Q2	$23.6K	Hold	267	–	–	0.02%	152
2023 Q1	$22.1K	Hold	267	–	–	0.02%	155
2022 Q4	$26.6K	Buy	+267	New	+$27K	0.02%	135

Other funds holding PRU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MB, Levis & Associates's PRU Position: Q3 2026 in Review

MB, Levis & Associates held its Prudential Financial (PRU) position steady in Q3 2026 at 267 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #128.

MB, Levis & Associates first reported a position in PRU in Q4 2022 and has held it in 16 quarters since. The position peaked at $32.3K in Q3 2024. 953 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

MB, Levis & Associates held 267 shares of Prudential Financial worth $30.3K as of Q3 2026.
MB, Levis & Associates left its Prudential Financial share count unchanged in Q3 2026.
Prudential Financial made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #128 holding.
MB, Levis & Associates first reported a position in Prudential Financial in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Prudential Financial position peaked at $32.3K in Q3 2024.
953 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.