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Prudential Financial’s
Information Services Group
III
Stock Holding History
Prudential Financial’s Portfolio
III Stock Details
III Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$975K
Buy
253,955
+86,091
+51%
+$424K
﹤0.01%
1611
2025
Q4
$970K
Buy
167,864
+16,416
+11%
+$92.1K
﹤0.01%
1605
2025
Q3
$871K
Buy
151,448
+77,315
+104%
+$384K
﹤0.01%
1700
2025
Q2
$356K
Buy
74,133
+62,212
+522%
+$268K
﹤0.01%
2050
2025
Q1
$46.6K
Buy
+11,921
New
+$39.1K
﹤0.01%
2204
2023
Q4
–
Sell
-10,645
Closed
-$46.6K
–
2675
2023
Q3
$46.6K
Hold
10,645
–
–
﹤0.01%
2509
2023
Q2
$57.1K
Sell
10,645
-24,500
-70%
-$127K
﹤0.01%
2527
2023
Q1
$179K
Sell
35,145
-14,800
-30%
-$76K
﹤0.01%
2413
2022
Q4
$230K
Sell
49,945
-2,300
-4%
-$11.6K
﹤0.01%
2362
2022
Q3
$248K
Buy
52,245
+33,100
+173%
+$206K
﹤0.01%
2386
2022
Q2
$129K
Buy
+19,145
New
+$121K
﹤0.01%
2508
2019
Q1
–
Sell
-11,535
Closed
-$49K
–
2447
2018
Q4
$49K
Buy
+11,535
New
+$48.6K
﹤0.01%
2336
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1-Year Est. Return
VCM
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$4.04T AUM
Dimensional Fund Advisors
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$481B AUM
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1-Year Est. Return
CIC
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$5.85B AUM
12.61%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
HIM
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Toronto, Ontario, Canada
$3.68B AUM
62.12%
1-Year Est. Return
CAG
Crestwood Advisors Group
Boston, Massachusetts
$5.94B AUM
18.44%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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