Optivise Advisory Services
PRU icon

Optivise Advisory Services’s Prudential Financial PRU Stock Holding History

Optivise Advisory Services’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 		$428K Buy
3,765
+164
+5% +$19.6K 0.21% 120
2026
Q2 		$389K Buy
3,601
+391
+12% +$39.8K 0.2% 134
2026
Q1 		$314K Sell
3,210
-524
-14% -$54.3K 0.19% 128
2025
Q4 		$421K Buy
3,734
+1,005
+37% +$108K 0.24% 106
2025
Q3 		$283K Buy
2,729
+751
+38% +$79.1K 0.17% 137
2025
Q2 		$213K Buy
1,978
+111
+6% +$11.5K 0.11% 191
2025
Q1 		$209K Sell
1,867
-163
-8% -$18.6K 0.12% 182
2024
Q4 		$241K Sell
2,030
-329
-14% -$40.6K 0.13% 147
2024
Q3 		$286K Sell
2,359
-290
-11% -$34.3K 0.15% 126
2024
Q2 		$310K Buy
+2,649
New +$306K 0.17% 124

Other funds holding PRU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Optivise Advisory Services's PRU Position: Q3 2026 in Review

Optivise Advisory Services increased its Prudential Financial (PRU) stake by 4.6% in Q3 2026, buying an estimated $19.6K and bringing the position to 3,765 shares worth $428K. The position accounts for 0.21% of the portfolio, ranked #120.

Optivise Advisory Services first reported a position in PRU in Q2 2024 and has held it in 10 quarters since. 434 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Optivise Advisory Services held 3,765 shares of Prudential Financial worth $428K as of Q3 2026.
  • Optivise Advisory Services bought 164 Prudential Financial shares in Q3 2026, an estimated $19.6K.
  • Prudential Financial made up 0.21% of Optivise Advisory Services's portfolio in Q3 2026, its #120 holding.
  • Optivise Advisory Services first reported a position in Prudential Financial in Q2 2024 and has held it in 10 quarters since.
  • 434 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.