TWM
PRU icon

Todd Wealth Management’s Prudential Financial PRU Stock Holding History

Todd Wealth Management’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 		$832K Sell
7,324
-183
-2% -$21.8K 0.63% 38
2026
Q2 		$810K Sell
7,507
-102
-1% -$10.4K 0.61% 38
2026
Q1 		$743K Buy
7,609
+2
+0% +$207 0.68% 40
2025
Q4 		$859K Buy
+7,607
New +$816K 0.78% 38

Other funds holding PRU

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Todd Wealth Management's PRU Position: Q3 2026 in Review

Todd Wealth Management reduced its Prudential Financial (PRU) stake by 2.4% in Q3 2026, selling an estimated $21.8K and leaving 7,324 shares worth $832K. The position accounts for 0.63% of the portfolio, ranked #38.

Todd Wealth Management first reported a position in PRU in Q4 2025 and has held it in 4 quarters since. The position peaked at $859K in Q4 2025. 535 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Todd Wealth Management held 7,324 shares of Prudential Financial worth $832K as of Q3 2026.
  • Todd Wealth Management sold 183 Prudential Financial shares in Q3 2026, an estimated $21.8K.
  • Prudential Financial made up 0.63% of Todd Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Todd Wealth Management first reported a position in Prudential Financial in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Prudential Financial position peaked at $859K in Q4 2025.
  • 535 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.