Sagespring Wealth Partners
PRU icon

Sagespring Wealth Partners’s Prudential Financial PRU Stock Holding History

Sagespring 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 		$873K Buy
7,690
+1,089
+16% +$130K 0.01% 396
2026
Q2 		$712K Buy
6,601
+553
+9% +$56.2K 0.01% 436
2026
Q1 		$591K Sell
6,048
-863
-12% -$89.4K 0.01% 455
2025
Q4 		$780K Buy
6,911
+1,009
+17% +$108K 0.01% 356
2025
Q3 		$612K Buy
5,902
+446
+8% +$47K 0.01% 416
2025
Q2 		$586K Sell
5,456
-583
-10% -$60.4K 0.01% 391
2025
Q1 		$674K Buy
6,039
+1,154
+24% +$131K 0.02% 323
2024
Q4 		$579K Buy
+4,885
New +$603K 0.02% 316

Other funds holding PRU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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

Sagespring Wealth Partners's PRU Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Prudential Financial (PRU) stake by 16% in Q3 2026, buying an estimated $130K and bringing the position to 7,690 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #396.

Sagespring Wealth Partners first reported a position in PRU in Q4 2024 and has held it in 8 quarters since. 1,256 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Sagespring Wealth Partners held 7,690 shares of Prudential Financial worth $873K as of Q3 2026.
  • Sagespring Wealth Partners bought 1,089 Prudential Financial shares in Q3 2026, an estimated $130K.
  • Prudential Financial made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #396 holding.
  • Sagespring Wealth Partners first reported a position in Prudential Financial in Q4 2024 and has held it in 8 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.