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McCarley & Cook Financial Planners’s Prudential Financial PRU Stock Holding History

McCarley & Cook Financial Planners’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 		$6.25K Hold
55
– – ﹤0.01% 188
2026
Q2 		$5.94K Hold
55
– – ﹤0.01% 178
2026
Q1 		$5.37K Hold
55
– – ﹤0.01% 191
2025
Q4 		$6.21K Buy
+55
New +$5.9K 0.01% 178

Other funds holding PRU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

McCarley & Cook Financial Planners's PRU Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Prudential Financial (PRU) position steady in Q3 2026 at 55 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

McCarley & Cook Financial Planners first reported a position in PRU in Q4 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • McCarley & Cook Financial Planners held 55 shares of Prudential Financial worth $6.25K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Prudential Financial share count unchanged in Q3 2026.
  • Prudential Financial made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #188 holding.
  • McCarley & Cook Financial Planners first reported a position in Prudential Financial in Q4 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.