James T. Borello RIA’s Prudential Financial PRU Stock Holding History

James T. Borello RIA’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	$11.2K	Buy	99 +1	+1%	+$119	﹤0.01%	574
2026 Q2	$10.6K	Sell	98 -27	-22%	-$2.75K	﹤0.01%	581
2026 Q1	$12.2K	Buy	125 +6	+5%	+$621	﹤0.01%	499
2025 Q4	$13.4K	Buy	119 +86	+261%	+$9.22K	﹤0.01%	348
2025 Q3	$3.42K	Buy	+33	New	+$3.48K	﹤0.01%	598

Other funds holding PRU

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's PRU Position: Q3 2026 in Review

James T. Borello RIA increased its Prudential Financial (PRU) stake by 1% in Q3 2026, buying an estimated $119 and bringing the position to 99 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

James T. Borello RIA first reported a position in PRU in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.4K in Q4 2025. 240 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

James T. Borello RIA held 99 shares of Prudential Financial worth $11.2K as of Q3 2026.
James T. Borello RIA bought 1 Prudential Financial share in Q3 2026, an estimated $119.
Prudential Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #574 holding.
James T. Borello RIA first reported a position in Prudential Financial in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's Prudential Financial position peaked at $13.4K in Q4 2025.
240 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.