Mindset Wealth Management’s Prudential Financial PRU Stock Holding History

Mindset Wealth Management’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	$233K	Sell	2,053 -2,700	-57%	-$322K	0.04%	175
2026 Q2	$513K	Buy	4,753 +72	+2%	+$7.32K	0.1%	99
2026 Q1	$457K	Sell	4,681 -300	-6%	-$31.1K	0.12%	94
2025 Q4	$562K	Buy	4,981 +200	+4%	+$21.4K	0.15%	74
2025 Q3	$496K	Buy	4,781 +100	+2%	+$10.5K	0.14%	85
2025 Q2	$503K	Buy	4,681 +56	+1%	+$5.8K	0.16%	69
2025 Q1	$517K	Buy	4,625 +2,100	+83%	+$239K	0.2%	66
2024 Q4	$299K	Buy	2,525 +300	+13%	+$37K	0.11%	95
2024 Q3	$269K	Buy	+2,225	New	+$263K	0.11%	100

Other funds holding PRU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Mindset Wealth Management's PRU Position: Q3 2026 in Review

Mindset Wealth Management reduced its Prudential Financial (PRU) stake by 57% in Q3 2026, selling an estimated $322K and leaving 2,053 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #175.

Mindset Wealth Management first reported a position in PRU in Q3 2024 and has held it in 9 quarters since. The position peaked at $562K in Q4 2025. 285 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Mindset Wealth Management held 2,053 shares of Prudential Financial worth $233K as of Q3 2026.
Mindset Wealth Management sold 2,700 Prudential Financial shares in Q3 2026, an estimated $322K.
Prudential Financial made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #175 holding.
Mindset Wealth Management first reported a position in Prudential Financial in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Prudential Financial position peaked at $562K in Q4 2025.
285 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.