Summit Securities Group
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Summit Securities Group’s Prudential Financial PRU Stock Holding History

Summit Securities 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
2021
Q4 		– Sell
-98
Closed -$1.03M – 908
2021
Q3 		$1.03M Buy
+98
New +$10.1K 0.08% 258
2019
Q1 		– Sell
-397
Closed -$3.24M – 322
2018
Q4 		$3.24M Buy
+397
New +$36.6K 0.28% 56
2017
Q3 		– Sell
-306
Closed -$3.31M – 281
2017
Q2 		$3.31M Buy
306
+11
+4% +$1.17K 0.59% 17
2017
Q1 		$3.15M Buy
+295
New +$31.8K 0.91% 18

Other funds holding PRU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Securities Group's PRU Position: Q3 2026 in Review

Summit Securities Group sold out of Prudential Financial (PRU) in Q3 2026, closing a stake of 80 shares — an estimated $8.63K sold.

Summit Securities Group first reported a position in PRU in Q3 2013 and held it in 28 quarters. The position peaked at $1.76M in Q3 2017. 814 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Summit Securities Group reported no remaining Prudential Financial position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 80 Prudential Financial shares in Q3 2026, an estimated $8.63K.
  • Summit Securities Group first reported a position in Prudential Financial in Q3 2013 and held it in 28 quarters.
  • Summit Securities Group's Prudential Financial position peaked at $1.76M in Q3 2017.
  • 814 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.