Advisor Resource Council’s Prudential Financial PRU Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-3,361	Closed	-$351K	–	473
2025 Q1	$351K	Buy	+3,361	New	+$383K	0.03%	435
2024 Q1	–	Sell	-4,171	Closed	-$433K	–	444
2023 Q4	$433K	Buy	+4,171	New	+$400K	0.05%	286
2023 Q2	–	Sell	-4,430	Closed	-$378K	–	241
2023 Q1	$378K	Buy	+4,430	New	+$423K	0.1%	185
2022 Q3	–	Sell	-3,632	Closed	-$348K	–	400
2022 Q2	$348K	Buy	+3,632	New	+$384K	0.03%	357
2022 Q1	–	Sell	-4,287	Closed	-$464K	–	444
2021 Q4	$464K	Buy	+4,287	New	+$466K	0.04%	343
2021 Q3	–	Sell	-4,186	Closed	-$429K	–	406
2021 Q2	$429K	Buy	+4,186	New	+$428K	0.04%	330

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Resource Council's PRU Position: Q2 2025 in Review

Advisor Resource Council sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 3,361 shares — an estimated $351K sold.

Advisor Resource Council first reported a position in PRU in Q2 2021 and held it in 6 quarters. The position peaked at $464K in Q4 2021. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

Advisor Resource Council reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,361 Prudential Financial shares in Q2 2025, an estimated $351K.
Advisor Resource Council first reported a position in Prudential Financial in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's Prudential Financial position peaked at $464K in Q4 2021.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.