Retirement Wealth Solutions’s Prudential Financial PRU Stock Holding History

Retirement Wealth Solutions’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	$9.5K	Buy	84 +10	+14%	+$1.19K	0.01%	269
2026 Q2	$8.03K	Hold	74	–	–	﹤0.01%	256
2026 Q1	$7.22K	Sell	74 -211	-74%	-$21.9K	﹤0.01%	255
2025 Q4	$32.2K	Sell	285 -14	-5%	-$1.5K	0.02%	121
2025 Q3	$31K	Sell	299 -28	-9%	-$2.95K	0.02%	124
2025 Q2	$35.2K	Hold	327	–	–	0.03%	109
2025 Q1	$36.5K	Hold	327	–	–	0.03%	95
2024 Q4	$37.4K	Buy	+327	New	+$40.4K	0.03%	100

Other funds holding PRU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Retirement Wealth Solutions's PRU Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Prudential Financial (PRU) stake by 14% in Q3 2026, buying an estimated $1.19K and bringing the position to 84 shares worth $9.5K. The position accounts for 0.01% of the portfolio, ranked #269.

Retirement Wealth Solutions first reported a position in PRU in Q4 2024 and has held it in 8 quarters since. The position peaked at $37.4K in Q4 2024. 372 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Retirement Wealth Solutions held 84 shares of Prudential Financial worth $9.5K as of Q3 2026.
Retirement Wealth Solutions bought 10 Prudential Financial shares in Q3 2026, an estimated $1.19K.
Prudential Financial made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #269 holding.
Retirement Wealth Solutions first reported a position in Prudential Financial in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Prudential Financial position peaked at $37.4K in Q4 2024.
372 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.