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Alpha Cubed Investments’s Prudential Financial PRU Stock Holding History

Alpha Cubed Investments’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
-2,408
Closed -$269K – 312
2025
Q1 		$269K Buy
2,408
+679
+39% +$77.4K 0.01% 233
2024
Q4 		$205K Sell
1,729
-158
-8% -$19.5K 0.01% 248
2024
Q3 		$229K Sell
1,887
-1,000
-35% -$118K 0.01% 234
2024
Q2 		$338K Sell
2,887
-106
-4% -$12.2K 0.02% 197
2024
Q1 		$351K Buy
+2,993
New +$323K 0.02% 187
2023
Q4 		– Sell
-2,568
Closed -$244K – 295
2023
Q3 		$244K Buy
2,568
+13
+0.5% +$1.23K 0.02% 214
2023
Q2 		$225K Hold
2,555
– – 0.02% 224
2023
Q1 		$211K Sell
2,555
-2,611
-51% -$249K 0.02% 244
2022
Q4 		$514K Sell
5,166
-300
-5% -$30.4K 0.04% 164
2022
Q3 		$469K Sell
5,466
-690
-11% -$66.4K 0.04% 155
2022
Q2 		$589K Sell
6,156
-298
-5% -$31.5K 0.04% 157
2022
Q1 		$763K Sell
6,454
-52
-0.8% -$5.91K 0.05% 154
2021
Q4 		$704K Sell
6,506
-800
-11% -$86.9K 0.05% 142
2021
Q3 		$769K Sell
7,306
-885
-11% -$91.2K 0.06% 128
2021
Q2 		$839K Sell
8,191
-15,432
-65% -$1.58M 0.06% 129
2021
Q1 		$2.15M Buy
23,623
+2,945
+14% +$252K 0.17% 88
2020
Q4 		$1.61M Buy
+20,678
New +$1.49M 0.14% 93
2016
Q1 		– Sell
-46,653
Closed -$3.8M – 184
2015
Q4 		$3.8M Buy
46,653
+3,540
+8% +$293K 0.99% 37
2015
Q3 		$3.56M Buy
43,113
+6,017
+16% +$505K 0.93% 36
2015
Q2 		$3.25M Buy
37,096
+7,261
+24% +$616K 0.87% 41
2015
Q1 		$2.4M Buy
29,835
+26,480
+789% +$2.14M 0.75% 45
2014
Q4 		$303K Buy
3,355
+784
+30% +$67.4K 0.12% 118
2014
Q3 		$226K Sell
2,571
-3,088
-55% -$276K 0.11% 133
2014
Q2 		$502K Sell
5,659
-33,536
-86% -$2.82M 0.22% 116
2014
Q1 		$3.32M Buy
39,195
+12,304
+46% +$1.06M 1.72% 12
2013
Q4 		$2.48M Buy
+26,891
New +$2.3M 0.89% 28

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alpha Cubed Investments's PRU Position: Q2 2025 in Review

Alpha Cubed Investments sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 2,408 shares — an estimated $269K sold.

Alpha Cubed Investments first reported a position in PRU in Q4 2013 and held it in 26 quarters. The position peaked at $3.8M in Q4 2015. 1,312 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Alpha Cubed Investments reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Alpha Cubed Investments sold 2,408 Prudential Financial shares in Q2 2025, an estimated $269K.
  • Alpha Cubed Investments first reported a position in Prudential Financial in Q4 2013 and held it in 26 quarters.
  • Alpha Cubed Investments's Prudential Financial position peaked at $3.8M in Q4 2015.
  • 1,312 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Alpha Cubed Investments's 13F filing for Q2 2025, filed 7 Aug 2025.