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Vista Investment Partners’s Prudential Financial PRU Stock Holding History

Vista Investment 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
2026
Q3 		$410K Hold
3,614
– – 0.11% 122
2026
Q2 		$390K Sell
3,614
-1
-0% -$102 0.1% 130
2026
Q1 		$353K Buy
3,615
+3
+0.1% +$311 0.09% 134
2025
Q4 		$408K Sell
3,612
-7
-0.2% -$751 0.11% 124
2025
Q3 		$375K Buy
3,619
+7
+0.2% +$737 0.1% 121
2025
Q2 		$388K Hold
3,612
– – 0.11% 114
2025
Q1 		$403K Buy
3,612
+736
+26% +$83.9K 0.12% 118
2024
Q4 		$341K Hold
2,876
– – 0.11% 128
2024
Q3 		$348K Buy
2,876
+275
+11% +$32.5K 0.11% 122
2024
Q2 		$305K Hold
2,601
– – 0.1% 125
2024
Q1 		$305K Hold
2,601
– – 0.1% 123
2023
Q4 		$270K Buy
+2,601
New +$249K 0.1% 121

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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

Vista Investment Partners's PRU Position: Q3 2026 in Review

Vista Investment Partners held its Prudential Financial (PRU) position steady in Q3 2026 at 3,614 shares worth $410K. The position accounts for 0.11% of the portfolio, ranked #122.

Vista Investment Partners first reported a position in PRU in Q4 2023 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Vista Investment Partners held 3,614 shares of Prudential Financial worth $410K as of Q3 2026.
  • Vista Investment Partners left its Prudential Financial share count unchanged in Q3 2026.
  • Prudential Financial made up 0.11% of Vista Investment Partners's portfolio in Q3 2026, its #122 holding.
  • Vista Investment Partners first reported a position in Prudential Financial in Q4 2023 and has held it in 12 quarters since.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.