Total Wealth Planning & Management’s Prudential Financial PRU Stock Holding History

Total Wealth Planning & 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	$579K	Hold	5,096	–	–	0.43%	74
2026 Q2	$550K	Hold	5,096	–	–	0.37%	92
2026 Q1	$498K	Hold	5,096	–	–	0.37%	91
2025 Q4	$575K	Buy	+5,096	New	+$546K	0.43%	67
2025 Q2	$548K	Hold	5,096	–	–	0.44%	70
2025 Q1	$569K	Hold	5,096	–	–	0.54%	56
2024 Q4	$604K	Buy	+5,096	New	+$629K	0.55%	51

Other funds holding PRU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Total Wealth Planning & Management's PRU Position: Q3 2026 in Review

Total Wealth Planning & Management held its Prudential Financial (PRU) position steady in Q3 2026 at 5,096 shares worth $579K. The position accounts for 0.43% of the portfolio, ranked #74.

Total Wealth Planning & Management first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $604K in Q4 2024. 374 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Total Wealth Planning & Management held 5,096 shares of Prudential Financial worth $579K as of Q3 2026.
Total Wealth Planning & Management left its Prudential Financial share count unchanged in Q3 2026.
Prudential Financial made up 0.43% of Total Wealth Planning & Management's portfolio in Q3 2026, its #74 holding.
Total Wealth Planning & Management first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Prudential Financial position peaked at $604K in Q4 2024.
374 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.