VVP
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Venture Visionary Partners’s Prudential Financial PRU Stock Holding History

Venture Visionary Partners’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
2023
Q3 		– Sell
-1,000
Closed -$88.2K – 542
2023
Q2 		$88.2K Buy
+1,000
New +$83.7K 0.01% 508

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
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
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Venture Visionary Partners's PRU Position: Q3 2026 in Review

Venture Visionary Partners increased its Prudential Financial (PRU) stake by 4.1% in Q3 2026, buying an estimated $190K and bringing the position to 40,273 shares worth $4.57M. The position accounts for 0.12% of the portfolio, ranked #167.

Venture Visionary Partners first reported a position in PRU in Q4 2019 and has held it in 28 quarters since. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Venture Visionary Partners held 40,273 shares of Prudential Financial worth $4.57M as of Q3 2026.
  • Venture Visionary Partners bought 1,595 Prudential Financial shares in Q3 2026, an estimated $190K.
  • Prudential Financial made up 0.12% of Venture Visionary Partners's portfolio in Q3 2026, its #167 holding.
  • Venture Visionary Partners first reported a position in Prudential Financial in Q4 2019 and has held it in 28 quarters since.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.