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Austin Private Wealth’s Prudential Financial PRU Stock Holding History

Austin Private Wealth’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
Q4 		$641K Buy
5,677
+191
+3% +$20.5K 0.05% 151
2025
Q3 		$569K Buy
5,486
+561
+11% +$59.1K 0.04% 164
2025
Q2 		$529K Buy
4,925
+369
+8% +$38.2K 0.04% 171
2025
Q1 		$509K Buy
4,556
+849
+23% +$96.7K 0.05% 160
2024
Q4 		$439K Buy
3,707
+520
+16% +$64.2K 0.04% 156
2024
Q3 		$386K Buy
3,187
+137
+4% +$16.2K 0.04% 172
2024
Q2 		$357K Buy
3,050
+361
+13% +$41.7K 0.04% 154
2024
Q1 		$314K Buy
2,689
+237
+10% +$25.5K 0.04% 168
2023
Q4 		$254K Buy
2,452
+40
+2% +$3.84K 0.03% 174
2023
Q3 		$229K Buy
+2,412
New +$228K 0.03% 146

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Austin Private Wealth's PRU Position: Q4 2025 in Review

Austin Private Wealth increased its Prudential Financial (PRU) stake by 3.5% in Q4 2025, buying an estimated $20.5K and bringing the position to 5,677 shares worth $641K. The position accounts for 0.05% of the portfolio, ranked #151.

Austin Private Wealth first reported a position in PRU in Q3 2023 and has held it in 10 quarters since. 1,406 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • Austin Private Wealth held 5,677 shares of Prudential Financial worth $641K as of Q4 2025.
  • Austin Private Wealth bought 191 Prudential Financial shares in Q4 2025, an estimated $20.5K.
  • Prudential Financial made up 0.05% of Austin Private Wealth's portfolio in Q4 2025, its #151 holding.
  • Austin Private Wealth first reported a position in Prudential Financial in Q3 2023 and has held it in 10 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.