Red Door Wealth Management
PRU icon

Red Door Wealth Management’s Prudential Financial PRU Stock Holding History

Red Door 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 		$431K Buy
3,797
+20
+0.5% +$2.38K 0.04% 208
2026
Q2 		$408K Buy
3,777
+6
+0.2% +$610 0.04% 212
2026
Q1 		$368K Buy
3,771
+5
+0.1% +$518 0.04% 203
2025
Q4 		$425K Hold
3,766
– – 0.04% 181
2025
Q3 		$391K Hold
3,766
– – 0.04% 187
2025
Q2 		$405K Sell
3,766
-424
-10% -$43.9K 0.05% 181
2025
Q1 		$468K Sell
4,190
-222
-5% -$25.3K 0.07% 145
2024
Q4 		$523K Sell
4,412
-58
-1% -$7.16K 0.08% 133
2024
Q3 		$541K Buy
4,470
+532
+14% +$62.9K 0.09% 116
2024
Q2 		$461K Sell
3,938
-89
-2% -$10.3K 0.08% 121
2024
Q1 		$473K Sell
4,027
-69
-2% -$7.44K 0.09% 120
2023
Q4 		$425K Hold
4,096
– – 0.09% 121
2023
Q3 		$389K Sell
4,096
-72
-2% -$6.81K 0.1% 121
2023
Q2 		$368K Sell
4,168
-78
-2% -$6.53K 0.08% 154
2023
Q1 		$351K Buy
4,246
+69
+2% +$6.59K 0.11% 111
2022
Q4 		$415K Buy
4,177
+89
+2% +$9.01K 0.14% 101
2022
Q3 		$350K Hold
4,088
– – 0.13% 99
2022
Q2 		$391K Hold
4,088
– – 0.14% 96
2022
Q1 		$483K Hold
4,088
– – 0.16% 86
2021
Q4 		$442K Hold
4,088
– – 0.15% 105
2021
Q3 		$430K Sell
4,088
-169
-4% -$17.4K 0.16% 97
2021
Q2 		$436K Sell
4,257
-1,031
-19% -$105K 0.17% 97
2021
Q1 		$482K Buy
5,288
+2,200
+71% +$188K 0.25% 79
2020
Q4 		$241K Buy
+3,088
New +$223K 0.14% 99
2020
Q3 		– Sell
-3,088
Closed -$188K – 330
2020
Q2 		$188K Hold
3,088
– – 0.14% 103
2020
Q1 		$161K Sell
3,088
-895
-22% -$71.1K 0.15% 92
2019
Q4 		$378K Buy
+3,983
New +$366K 0.34% 67

Other funds holding PRU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Red Door Wealth Management's PRU Position: Q3 2026 in Review

Red Door Wealth Management increased its Prudential Financial (PRU) stake by 0.53% in Q3 2026, buying an estimated $2.38K and bringing the position to 3,797 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #208.

Red Door Wealth Management first reported a position in PRU in Q4 2019 and has held it in 27 quarters since. The position peaked at $541K in Q3 2024. 953 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Red Door Wealth Management held 3,797 shares of Prudential Financial worth $431K as of Q3 2026.
  • Red Door Wealth Management bought 20 Prudential Financial shares in Q3 2026, an estimated $2.38K.
  • Prudential Financial made up 0.04% of Red Door Wealth Management's portfolio in Q3 2026, its #208 holding.
  • Red Door Wealth Management first reported a position in Prudential Financial in Q4 2019 and has held it in 27 quarters since.
  • Red Door Wealth Management's Prudential Financial position peaked at $541K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Red Door Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.