Root Financial Partners
PRU icon

Root Financial Partners’s Prudential Financial PRU Stock Holding History

Root Financial 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 		$248K Buy
2,185
+2
+0.1% +$239 0.01% 363
2026
Q2 		$236K Buy
2,183
+1,205
+123% +$123K 0.01% 350
2026
Q1 		$95.6K Sell
978
-304
-24% -$31.5K ﹤0.01% 583
2025
Q4 		$145K Buy
1,282
+63
+5% +$6.76K 0.01% 357
2025
Q3 		$126K Buy
+1,219
New +$128K 0.01% 368

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Root Financial Partners's PRU Position: Q3 2026 in Review

Root Financial Partners increased its Prudential Financial (PRU) stake by 0.09% in Q3 2026, buying an estimated $239 and bringing the position to 2,185 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #363.

Root Financial Partners first reported a position in PRU in Q3 2025 and has held it in 5 quarters since. 1,256 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Root Financial Partners held 2,185 shares of Prudential Financial worth $248K as of Q3 2026.
  • Root Financial Partners bought 2 Prudential Financial shares in Q3 2026, an estimated $239.
  • Prudential Financial made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #363 holding.
  • Root Financial Partners first reported a position in Prudential Financial in Q3 2025 and has held it in 5 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.