Perigon Wealth Management
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Perigon Wealth Management’s Prudential Financial PRU Stock Holding History

Perigon 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 		$950K Buy
8,361
+519
+7% +$61.9K 0.01% 622
2026
Q2 		$846K Buy
7,842
+967
+14% +$98.3K 0.01% 654
2026
Q1 		$672K Sell
6,875
-40
-0.6% -$4.14K 0.01% 661
2025
Q4 		$781K Buy
6,915
+188
+3% +$20.2K 0.01% 617
2025
Q3 		$698K Buy
6,727
+300
+5% +$31.6K 0.01% 625
2025
Q2 		$691K Sell
6,427
-35,370
-85% -$3.66M 0.02% 585
2025
Q1 		$4.67M Buy
41,797
+36,342
+666% +$4.14M 0.12% 169
2024
Q4 		$646K Buy
5,455
+249
+5% +$30.7K 0.02% 572
2024
Q3 		$630K Buy
5,206
+133
+3% +$15.7K 0.02% 548
2024
Q2 		$595K Sell
5,073
-2,282
-31% -$263K 0.02% 493
2024
Q1 		$864K Buy
7,355
+3,085
+72% +$332K 0.03% 407
2023
Q4 		$443K Buy
4,270
+4
+0.1% +$384 0.01% 532
2023
Q3 		$405K Buy
4,266
+219
+5% +$20.7K 0.02% 497
2023
Q2 		$357K Sell
4,047
-459
-10% -$38.4K 0.01% 549
2023
Q1 		$373K Sell
4,506
-324
-7% -$30.9K 0.02% 466
2022
Q4 		$480K Buy
4,830
+2,258
+88% +$229K 0.03% 398
2022
Q3 		$221K Sell
2,572
-254
-9% -$24.4K 0.02% 512
2022
Q2 		$270K Buy
2,826
+1,043
+58% +$110K 0.02% 451
2022
Q1 		$211K Buy
+1,783
New +$203K 0.01% 569
2021
Q1 		– Sell
-1,396
Closed -$109K – 898
2020
Q4 		$109K Buy
+1,396
New +$101K 0.01% 522
2018
Q2 		– Sell
-625
Closed -$65K – 511
2018
Q1 		$65K Hold
625
– – 0.02% 282
2017
Q4 		$72K Buy
625
+110
+21% +$12.3K 0.03% 245
2017
Q3 		$55K Sell
515
-163
-24% -$17.4K 0.02% 325
2017
Q2 		$73K Hold
678
– – 0.02% 337
2017
Q1 		$72K Hold
678
– – 0.02% 347
2016
Q4 		$77K Buy
+678
New +$64.3K 0.02% 315
2016
Q3 		– Sell
-515
Closed -$37K – 633
2016
Q2 		$37K Buy
+515
New +$38.9K 0.01% 302

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
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
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

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

Perigon Wealth Management increased its Prudential Financial (PRU) stake by 6.6% in Q3 2026, buying an estimated $61.9K and bringing the position to 8,361 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #622.

Perigon Wealth Management first reported a position in PRU in Q2 2016 and has held it in 27 quarters since. The position peaked at $4.67M in Q1 2025. 338 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Perigon Wealth Management held 8,361 shares of Prudential Financial worth $950K as of Q3 2026.
  • Perigon Wealth Management bought 519 Prudential Financial shares in Q3 2026, an estimated $61.9K.
  • Prudential Financial made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #622 holding.
  • Perigon Wealth Management first reported a position in Prudential Financial in Q2 2016 and has held it in 27 quarters since.
  • Perigon Wealth Management's Prudential Financial position peaked at $4.67M in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.