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Steph & Co’s Prudential Financial PRU Stock Holding History

Steph & Co’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 		$16.4K Hold
144
– – ﹤0.01% 240
2026
Q2 		$15.5K Hold
144
– – ﹤0.01% 244
2026
Q1 		$14.1K Hold
144
– – ﹤0.01% 269
2025
Q4 		$16.3K Hold
144
– – ﹤0.01% 261
2025
Q3 		$14.9K Hold
144
– – ﹤0.01% 273
2025
Q2 		$15.5K Hold
144
– – 0.01% 252
2025
Q1 		$16.1K Hold
144
– – 0.01% 217
2024
Q4 		$17.1K Hold
144
– – 0.01% 214
2024
Q3 		$17.4K Hold
144
– – 0.01% 236
2024
Q2 		$16.9K Hold
144
– – 0.01% 219
2024
Q1 		$16.9K Hold
144
– – 0.01% 234
2023
Q4 		$14.9K Hold
144
– – 0.01% 204
2023
Q3 		$13.7K Hold
144
– – 0.01% 226
2023
Q2 		$12.7K Hold
144
– – 0.01% 211
2023
Q1 		$11.9K Hold
144
– – 0.01% 204
2022
Q4 		$14K Hold
144
– – 0.01% 206
2022
Q3 		$12K Hold
144
– – 0.01% 200
2022
Q2 		$14K Hold
144
– – 0.01% 194
2022
Q1 		$17K Hold
144
– – 0.01% 244
2021
Q4 		$16K Hold
144
– – 0.01% 268
2021
Q3 		$15K Sell
144
-110
-43% -$11.3K 0.01% 237
2021
Q2 		$26K Buy
254
+110
+76% +$11.2K 0.02% 185
2021
Q1 		$13K Hold
144
– – 0.01% 211
2020
Q4 		$11K Hold
144
– – 0.01% 212
2020
Q3 		$9K Hold
144
– – 0.01% 208
2020
Q2 		$9K Hold
144
– – 0.01% 215
2020
Q1 		$8K Hold
144
– – 0.01% 221
2019
Q4 		$13K Buy
+144
New +$13.2K 0.01% 216

Other funds holding PRU

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Steph & Co's PRU Position: Q3 2026 in Review

Steph & Co held its Prudential Financial (PRU) position steady in Q3 2026 at 144 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Steph & Co first reported a position in PRU in Q4 2019 and has held it in 28 quarters since. The position peaked at $26K in Q2 2021. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Steph & Co held 144 shares of Prudential Financial worth $16.4K as of Q3 2026.
  • Steph & Co left its Prudential Financial share count unchanged in Q3 2026.
  • Prudential Financial made up ﹤0.01% of Steph & Co's portfolio in Q3 2026, its #240 holding.
  • Steph & Co first reported a position in Prudential Financial in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's Prudential Financial position peaked at $26K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.