Navellier & Associates
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Navellier & Associates’s Prudential Financial PRU Stock Holding History

Navellier & 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 		$820K Buy
7,219
+166
+2% +$19.8K 0.07% 188
2026
Q2 		$761K Buy
7,053
+2,138
+43% +$217K 0.06% 204
2026
Q1 		$480K Sell
4,915
-40
-0.8% -$4.14K 0.05% 219
2025
Q4 		$559K Buy
+4,955
New +$531K 0.06% 206

Other funds holding PRU

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Navellier & Associates's PRU Position: Q3 2026 in Review

Navellier & Associates increased its Prudential Financial (PRU) stake by 2.4% in Q3 2026, buying an estimated $19.8K and bringing the position to 7,219 shares worth $820K. The position accounts for 0.07% of the portfolio, ranked #188.

Navellier & Associates first reported a position in PRU in Q4 2025 and has held it in 4 quarters since. 1,085 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Navellier & Associates held 7,219 shares of Prudential Financial worth $820K as of Q3 2026.
  • Navellier & Associates bought 166 Prudential Financial shares in Q3 2026, an estimated $19.8K.
  • Prudential Financial made up 0.07% of Navellier & Associates's portfolio in Q3 2026, its #188 holding.
  • Navellier & Associates first reported a position in Prudential Financial in Q4 2025 and has held it in 4 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Navellier & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.