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Steward Financial Group’s Prudential Financial PRU Stock Holding History

Steward Financial Group’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
2023
Q3 		$11K Buy
+122
New +$11.5K ﹤0.01% 358
2022
Q3 		– Sell
-21
Closed -$2K – 1012
2022
Q2 		$2K Buy
+21
New +$2.22K ﹤0.01% 599

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's PRU Position: Q3 2023 in Review

Steward Financial Group opened a new position in Prudential Financial (PRU) in Q3 2023: 122 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PRU as recently as Q2 2022.

Steward Financial Group first reported a position in PRU in Q2 2022 and has held it in 2 quarters since. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • Steward Financial Group held 122 shares of Prudential Financial worth $11K as of Q3 2023.
  • Prudential Financial was a new Steward Financial Group position in Q3 2023.
  • Prudential Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #358 holding.
  • Steward Financial Group first reported a position in Prudential Financial in Q2 2022 and has held it in 2 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.