MBL Wealth’s Prudential Financial PRU Stock Holding History

MBL Wealth’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	$268K	Buy	2,360 +309	+15%	+$36.9K	0.02%	508
2026 Q2	$221K	Buy	+2,051	New	+$209K	0.02%	355

Other funds holding PRU

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

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

MBL Wealth's PRU Position: Q3 2026 in Review

MBL Wealth increased its Prudential Financial (PRU) stake by 15% in Q3 2026, buying an estimated $36.9K and bringing the position to 2,360 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #508.

MBL Wealth first reported a position in PRU in Q2 2026 and has held it in 2 quarters since. 1,165 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

MBL Wealth held 2,360 shares of Prudential Financial worth $268K as of Q3 2026.
MBL Wealth bought 309 Prudential Financial shares in Q3 2026, an estimated $36.9K.
Prudential Financial made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #508 holding.
MBL Wealth first reported a position in Prudential Financial in Q2 2026 and has held it in 2 quarters since.
1,165 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.