Physician Wealth Advisors’s Prudential Financial PRU Stock Holding History

Physician Wealth Advisors’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	$42.7K	Buy	376 +4	+1%	+$477	﹤0.01%	495
2026 Q2	$40.2K	Buy	372 +7	+2%	+$712	﹤0.01%	485
2026 Q1	$35.7K	Sell	365 -99	-21%	-$10.3K	0.01%	478
2025 Q4	$52.4K	Buy	464 +188	+68%	+$20.2K	0.01%	385
2025 Q3	$28.6K	Hold	276	–	–	﹤0.01%	493
2025 Q2	$29.7K	Buy	276 +22	+9%	+$2.28K	﹤0.01%	444
2025 Q1	$28.4K	Buy	254 +3	+1%	+$342	﹤0.01%	430
2024 Q4	$29.8K	Buy	+251	New	+$31K	0.01%	430

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Physician Wealth Advisors's PRU Position: Q3 2026 in Review

Physician Wealth Advisors increased its Prudential Financial (PRU) stake by 1.1% in Q3 2026, buying an estimated $477 and bringing the position to 376 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Physician Wealth Advisors first reported a position in PRU in Q4 2024 and has held it in 8 quarters since. The position peaked at $52.4K in Q4 2025. 953 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Physician Wealth Advisors held 376 shares of Prudential Financial worth $42.7K as of Q3 2026.
Physician Wealth Advisors bought 4 Prudential Financial shares in Q3 2026, an estimated $477.
Prudential Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #495 holding.
Physician Wealth Advisors first reported a position in Prudential Financial in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Prudential Financial position peaked at $52.4K in Q4 2025.
953 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.