AAS
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Avantax Advisory Services’s Prudential Financial PRU Stock Holding History

Avantax Advisory Services’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 		$2.82M Buy
26,209
+3,805
+17% +$394K 0.02% 646
2025
Q1 		$2.5M Buy
22,404
+2,065
+10% +$235K 0.02% 655
2024
Q4 		$2.41M Buy
20,339
+1,346
+7% +$166K 0.02% 633
2024
Q3 		$2.3M Sell
18,993
-203
-1% -$24K 0.02% 632
2024
Q2 		$2.25M Buy
19,196
+1,690
+10% +$195K 0.02% 615
2024
Q1 		$2.06M Sell
17,506
-347
-2% -$37.4K 0.02% 533
2023
Q4 		$1.85M Buy
17,853
+1,151
+7% +$110K 0.02% 525
2023
Q3 		$1.58M Sell
16,702
-4
-0% -$378 0.02% 534
2023
Q2 		$1.47M Buy
16,706
+161
+1% +$13.5K 0.02% 560
2023
Q1 		$1.37M Sell
16,545
-727
-4% -$69.4K 0.02% 562
2022
Q4 		$1.72M Buy
17,272
+471
+3% +$47.7K 0.02% 463
2022
Q3 		$1.44M Sell
16,801
-2,785
-14% -$268K 0.02% 453
2022
Q2 		$1.87M Buy
19,586
+1,678
+9% +$178K 0.03% 391
2022
Q1 		$2.12M Buy
17,908
+2,424
+16% +$276K 0.03% 364
2021
Q4 		$1.68M Sell
15,484
-463
-3% -$50.3K 0.03% 399
2021
Q3 		$1.68M Sell
15,947
-1,493
-9% -$154K 0.03% 377
2021
Q2 		$1.78M Buy
17,440
+7,882
+82% +$805K 0.03% 353
2021
Q1 		$869K Buy
9,558
+1,335
+16% +$114K 0.02% 463
2020
Q4 		$641K Sell
8,223
-7,309
-47% -$528K 0.02% 482
2020
Q3 		$984K Buy
15,532
+8,958
+136% +$589K 0.02% 545
2020
Q2 		$400K Sell
6,574
-68
-1% -$3.99K 0.01% 538
2020
Q1 		$344K Buy
6,642
+1,256
+23% +$99.8K 0.01% 532
2019
Q4 		$504K Buy
5,386
+681
+14% +$62.5K 0.01% 475
2019
Q3 		$424K Sell
4,705
-213
-4% -$19.3K 0.02% 350
2019
Q2 		$497K Sell
4,918
-185
-4% -$18.4K 0.02% 297
2019
Q1 		$469K Buy
5,103
+1,270
+33% +$117K 0.02% 283
2018
Q4 		$310K Buy
+3,833
New +$353K 0.05% 294

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's PRU Position: Q2 2025 in Review

Avantax Advisory Services increased its Prudential Financial (PRU) stake by 17% in Q2 2025, buying an estimated $394K and bringing the position to 26,209 shares worth $2.82M. The position accounts for 0.02% of the portfolio, ranked #646.

Avantax Advisory Services first reported a position in PRU in Q4 2018 and has held it in 27 quarters since. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Avantax Advisory Services held 26,209 shares of Prudential Financial worth $2.82M as of Q2 2025.
  • Avantax Advisory Services bought 3,805 Prudential Financial shares in Q2 2025, an estimated $394K.
  • Prudential Financial made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #646 holding.
  • Avantax Advisory Services first reported a position in Prudential Financial in Q4 2018 and has held it in 27 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.