Premier Path Wealth Partners
PRU icon

Premier Path Wealth Partners’s Prudential Financial PRU Stock Holding History

Premier Path Wealth Partners’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 		$553K Buy
4,867
+546
+13% +$65.1K 0.06% 244
2026
Q2 		$466K Buy
4,321
+172
+4% +$17.5K 0.05% 278
2026
Q1 		$405K Buy
4,149
+883
+27% +$91.4K 0.05% 302
2025
Q4 		$369K Buy
3,266
+193
+6% +$20.7K 0.05% 293
2025
Q3 		$319K Sell
3,073
-125
-4% -$13.2K 0.04% 322
2025
Q2 		$344K Sell
3,198
-576
-15% -$59.7K 0.05% 303
2025
Q1 		$421K Sell
3,774
-5
-0.1% -$570 0.07% 251
2024
Q4 		$448K Buy
3,779
+5
+0.1% +$617 0.07% 243
2024
Q3 		$457K Buy
3,774
+25
+0.7% +$2.96K 0.07% 240
2024
Q2 		$439K Buy
3,749
+33
+0.9% +$3.81K 0.07% 242
2024
Q1 		$436K Buy
3,716
+175
+5% +$18.9K 0.08% 224
2023
Q4 		$367K Buy
+3,541
New +$340K 0.08% 224

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 $1.47B AUM 20.15% 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

Premier Path Wealth Partners's PRU Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Prudential Financial (PRU) stake by 13% in Q3 2026, buying an estimated $65.1K and bringing the position to 4,867 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #244.

Premier Path Wealth Partners first reported a position in PRU in Q4 2023 and has held it in 12 quarters since. 287 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Premier Path Wealth Partners held 4,867 shares of Prudential Financial worth $553K as of Q3 2026.
  • Premier Path Wealth Partners bought 546 Prudential Financial shares in Q3 2026, an estimated $65.1K.
  • Prudential Financial made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #244 holding.
  • Premier Path Wealth Partners first reported a position in Prudential Financial in Q4 2023 and has held it in 12 quarters since.
  • 287 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.