Wealth Enhancement Advisory Services
PRU icon

Wealth Enhancement Advisory Services’s Prudential Financial PRU Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.6M Buy
100,262
+4,875
+5% +$581K 0.02% 706
2026
Q2 		$10.3M Buy
95,387
+23,607
+33% +$2.4M 0.02% 663
2026
Q1 		$6.7M Sell
71,780
-28,712
-29% -$2.97M 0.01% 754
2025
Q4 		$11.8M Buy
100,492
+17,849
+22% +$1.91M 0.02% 640
2025
Q3 		$8.57M Sell
82,643
-2,129
-3% -$224K 0.01% 718
2025
Q2 		$9.25M Buy
84,772
+4,884
+6% +$506K 0.02% 666
2025
Q1 		$8.92M Buy
79,888
+2,623
+3% +$299K 0.02% 617
2024
Q4 		$9.16M Buy
77,265
+24,682
+47% +$3.05M 0.02% 589
2024
Q3 		$6.37M Sell
52,583
-1,721
-3% -$203K 0.01% 654
2024
Q2 		$6.36M Sell
54,304
-3,797
-7% -$438K 0.02% 622
2024
Q1 		$6.82M Sell
58,101
-4,341
-7% -$468K 0.02% 590
2023
Q4 		$6.48M Buy
62,442
+5,657
+10% +$543K 0.02% 537
2023
Q3 		$5.39M Buy
56,785
+52,354
+1,182% +$4.95M 0.02% 561
2023
Q2 		$391K Sell
4,431
-1,114
-20% -$93.2K ﹤0.01% 387
2023
Q1 		$459K Buy
+5,545
New +$529K 0.01% 396
2022
Q4 		– Sell
-116,537
Closed -$10.6M – 360
2022
Q3 		$10.6M Buy
116,537
+1,662
+1% +$160K 0.15% 78
2022
Q2 		$11.1M Buy
114,875
+71,215
+163% +$7.54M 0.15% 80
2022
Q1 		$5.08M Buy
43,660
+1,904
+5% +$216K 0.07% 131
2021
Q4 		$4.66M Buy
+41,756
New +$4.53M 0.07% 122
2020
Q1 		– Sell
-19,891
Closed -$1.86M – 262
2019
Q4 		$1.86M Buy
19,891
+5,235
+36% +$481K 0.07% 114
2019
Q3 		$1.31M Buy
+14,656
New +$1.33M 0.05% 132

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Prudential Financial (PRU) stake by 5.1% in Q3 2026, buying an estimated $581K and bringing the position to 100,262 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #706.

Wealth Enhancement Advisory Services first reported a position in PRU in Q3 2019 and has held it in 21 quarters since. The position peaked at $11.8M in Q4 2025. 953 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Wealth Enhancement Advisory Services held 100,262 shares of Prudential Financial worth $10.6M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,875 Prudential Financial shares in Q3 2026, an estimated $581K.
  • Prudential Financial made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #706 holding.
  • Wealth Enhancement Advisory Services first reported a position in Prudential Financial in Q3 2019 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's Prudential Financial position peaked at $11.8M in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.