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Wedmont Private Capital’s Prudential Financial PRU Stock Holding History

Wedmont Private Capital’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 		$476K Sell
4,190
-515
-11% -$61.4K 0.01% 614
2026
Q2 		$543K Buy
4,705
+1,402
+42% +$143K 0.01% 533
2026
Q1 		$319K Sell
3,303
-158
-5% -$16.4K 0.01% 646
2025
Q4 		$404K Buy
3,461
+127
+4% +$13.6K 0.01% 547
2025
Q3 		$346K Sell
3,334
-39
-1% -$4.11K 0.01% 579
2025
Q2 		$360K Sell
3,373
-240
-7% -$24.9K 0.02% 519
2025
Q1 		$357K Sell
3,613
-9
-0.2% -$1.02K 0.02% 476
2024
Q4 		$415K Buy
3,622
+106
+3% +$13.1K 0.02% 441
2024
Q3 		$424K Buy
3,516
+270
+8% +$31.9K 0.02% 410
2024
Q2 		$400K Buy
3,246
+481
+17% +$55.5K 0.03% 408
2024
Q1 		$316K Buy
2,765
+151
+6% +$16.3K 0.02% 444
2023
Q4 		$273K Buy
2,614
+441
+20% +$42.3K 0.02% 449
2023
Q3 		$203K Buy
+2,173
New +$206K 0.02% 472
2023
Q1 		– Sell
-2,423
Closed -$245K – 487
2022
Q4 		$245K Buy
+2,423
New +$245K 0.04% 384

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

Wedmont Private Capital's PRU Position: Q3 2026 in Review

Wedmont Private Capital reduced its Prudential Financial (PRU) stake by 11% in Q3 2026, selling an estimated $61.4K and leaving 4,190 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #614.

Wedmont Private Capital first reported a position in PRU in Q4 2022 and has held it in 14 quarters since. The position peaked at $543K in Q2 2026. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Wedmont Private Capital held 4,190 shares of Prudential Financial worth $476K as of Q3 2026.
  • Wedmont Private Capital sold 515 Prudential Financial shares in Q3 2026, an estimated $61.4K.
  • Prudential Financial made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #614 holding.
  • Wedmont Private Capital first reported a position in Prudential Financial in Q4 2022 and has held it in 14 quarters since.
  • Wedmont Private Capital's Prudential Financial position peaked at $543K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.