WESPAC Advisors’s Prudential Financial PRU Stock Holding History

WESPAC 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	$414K	Buy	+3,644	New	+$435K	0.21%	135
2025 Q1	–	Sell	-7,318	Closed	-$867K	–	192
2024 Q4	$867K	Sell	7,318 -1,049	-13%	-$130K	0.64%	52
2024 Q3	$1.01M	Sell	8,367 -483	-5%	-$57.1K	0.75%	43
2024 Q2	$1.04M	Sell	8,850 -4,178	-32%	-$482K	0.81%	36
2024 Q1	$1.53M	Buy	13,028 +1,114	+9%	+$120K	0.89%	31
2023 Q4	$1.24M	Buy	+11,914	New	+$1.14M	0.86%	37
2018 Q2	–	Sell	-15,716	Closed	-$1.63M	–	140
2018 Q1	$1.63M	Buy	15,716 +6,505	+71%	+$733K	0.99%	38
2017 Q4	$1.06M	Sell	9,211 -5,936	-39%	-$666K	0.98%	38
2017 Q3	$1.61M	Buy	15,147 +4	+0%	+$428	1.06%	34
2017 Q2	$1.64M	Buy	15,143 +5,498	+57%	+$584K	1.12%	33
2017 Q1	$1.03M	Buy	+9,645	New	+$1.04M	1.19%	33

Other funds holding PRU

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WESPAC Advisors's PRU Position: Q3 2026 in Review

WESPAC Advisors opened a new position in Prudential Financial (PRU) in Q3 2026: 3,644 shares worth $414K. The stake represents 0.21% of the portfolio and ranks #135 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in PRU as recently as Q4 2024.

WESPAC Advisors first reported a position in PRU in Q1 2017 and has held it in 11 quarters since. The position peaked at $1.64M in Q2 2017. 762 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

WESPAC Advisors held 3,644 shares of Prudential Financial worth $414K as of Q3 2026.
Prudential Financial was a new WESPAC Advisors position in Q3 2026.
Prudential Financial made up 0.21% of WESPAC Advisors's portfolio in Q3 2026, its #135 holding.
WESPAC Advisors first reported a position in Prudential Financial in Q1 2017 and has held it in 11 quarters since.
WESPAC Advisors's Prudential Financial position peaked at $1.64M in Q2 2017.
762 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.