Next Level Wealth Planning’s Prudential Financial PRU Stock Holding History

Next Level Wealth Planning’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	$4.88K	Buy	+43	New	+$5.13K	﹤0.01%	388

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

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's PRU Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Prudential Financial (PRU) in Q3 2026: 43 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings.

814 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Next Level Wealth Planning held 43 shares of Prudential Financial worth $4.88K as of Q3 2026.
Prudential Financial was a new Next Level Wealth Planning position in Q3 2026.
Prudential Financial made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #388 holding.
814 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.