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Stonebridge Financial Group (Pennsylvania)’s Prudential Financial PRU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$235K Buy
+2,073
New +$247K 0.02% 256
2026
Q1 		– Sell
-1,873
Closed -$211K – 274
2025
Q4 		$211K Buy
+1,873
New +$201K 0.02% 237
2025
Q2 		– Sell
-1,860
Closed -$208K – 755
2025
Q1 		$208K Sell
1,860
-143
-7% -$16.3K 0.02% 215
2024
Q4 		$237K Buy
+2,003
New +$247K 0.03% 214

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

Stonebridge Financial Group (Pennsylvania)'s PRU Position: Q3 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in Prudential Financial (PRU) in Q3 2026: 2,073 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in PRU as recently as Q4 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in PRU in Q4 2024 and has held it in 4 quarters since. The position peaked at $237K in Q4 2024. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Stonebridge Financial Group (Pennsylvania) held 2,073 shares of Prudential Financial worth $235K as of Q3 2026.
  • Prudential Financial was a new Stonebridge Financial Group (Pennsylvania) position in Q3 2026.
  • Prudential Financial made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q3 2026, its #256 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Prudential Financial in Q4 2024 and has held it in 4 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Prudential Financial position peaked at $237K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q3 2026, filed 1 Oct 2026.