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TrueWealth Advisors’s Prudential Financial PRU Stock Holding History

TrueWealth Advisors’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 		$286K Buy
2,518
+22
+0.9% +$2.62K 0.06% 203
2026
Q2 		$269K Sell
2,496
-106
-4% -$10.8K 0.06% 208
2026
Q1 		$254K Buy
2,602
+59
+2% +$6.11K 0.06% 206
2025
Q4 		$287K Sell
2,543
-759
-23% -$81.4K 0.07% 198
2025
Q3 		$342K Buy
3,302
+9
+0.3% +$948 0.09% 167
2025
Q2 		$354K Sell
3,293
-1,753
-35% -$182K 0.1% 155
2025
Q1 		$564K Buy
5,046
+460
+10% +$52.4K 0.19% 102
2024
Q4 		$544K Buy
4,586
+426
+10% +$52.6K 0.18% 105
2024
Q3 		$504K Buy
4,160
+763
+22% +$90.2K 0.17% 107
2024
Q2 		$398K Sell
3,397
-50
-1% -$5.77K 0.15% 113
2024
Q1 		$405K Buy
3,447
+14
+0.4% +$1.51K 0.16% 104
2023
Q4 		$356K Sell
3,433
-80
-2% -$7.67K 0.14% 120
2023
Q3 		$333K Sell
3,513
-20
-0.6% -$1.89K 0.14% 113
2023
Q2 		$312K Sell
3,533
-297
-8% -$24.8K 0.13% 123
2023
Q1 		$317K Sell
3,830
-117
-3% -$11.2K 0.13% 126
2022
Q4 		$393K Sell
3,947
-27
-0.7% -$2.73K 0.17% 99
2022
Q3 		$341K Buy
3,974
+8
+0.2% +$770 0.16% 101
2022
Q2 		$380K Buy
3,966
+314
+9% +$33.2K 0.18% 101
2022
Q1 		$395K Hold
3,652
– – 0.18% 110
2021
Q4 		$395K Buy
3,652
+417
+13% +$45.3K 0.18% 110
2021
Q3 		$340K Sell
3,235
-209
-6% -$21.5K 0.19% 95
2021
Q2 		$353K Hold
3,444
– – 0.21% 85
2021
Q1 		$331K Hold
3,444
– – 0.22% 84
2020
Q4 		$278K Buy
+3,444
New +$249K 0.24% 68

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

TrueWealth Advisors's PRU Position: Q3 2026 in Review

TrueWealth Advisors increased its Prudential Financial (PRU) stake by 0.88% in Q3 2026, buying an estimated $2.62K and bringing the position to 2,518 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #203.

TrueWealth Advisors first reported a position in PRU in Q4 2020 and has held it in 24 quarters since. The position peaked at $564K in Q1 2025. 879 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • TrueWealth Advisors held 2,518 shares of Prudential Financial worth $286K as of Q3 2026.
  • TrueWealth Advisors bought 22 Prudential Financial shares in Q3 2026, an estimated $2.62K.
  • Prudential Financial made up 0.06% of TrueWealth Advisors's portfolio in Q3 2026, its #203 holding.
  • TrueWealth Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Prudential Financial position peaked at $564K in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.