PlanVest Financial’s Prudential Financial PRU Stock Holding History

PlanVest Financial’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	$11.4K	Hold	100	–	–	0.01%	394
2026 Q2	$10.8K	Hold	100	–	–	0.01%	393
2026 Q1	$9.8K	Buy	+100	New	+$10.4K	0.01%	380

Other funds holding PRU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

PlanVest Financial's PRU Position: Q3 2026 in Review

PlanVest Financial held its Prudential Financial (PRU) position steady in Q3 2026 at 100 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #394.

PlanVest Financial first reported a position in PRU in Q1 2026 and has held it in 3 quarters since. 1,256 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

PlanVest Financial held 100 shares of Prudential Financial worth $11.4K as of Q3 2026.
PlanVest Financial left its Prudential Financial share count unchanged in Q3 2026.
Prudential Financial made up 0.01% of PlanVest Financial's portfolio in Q3 2026, its #394 holding.
PlanVest Financial first reported a position in Prudential Financial in Q1 2026 and has held it in 3 quarters since.
1,256 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.