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Avestar Capital’s Prudential Financial PRU Stock Holding History

Avestar Capital’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
-1,828
Closed -$204K – 518
2025
Q1 		$204K Sell
1,828
-612
-25% -$69.7K 0.02% 454
2024
Q4 		$289K Buy
2,440
+223
+10% +$27.5K 0.02% 393
2024
Q3 		$268K Buy
2,217
+357
+19% +$42.2K 0.03% 374
2024
Q2 		$218K Buy
+1,860
New +$215K 0.02% 407
2021
Q2 		– Sell
-3,766
Closed -$376K – 471
2021
Q1 		$376K Buy
3,766
+502
+15% +$43K 0.08% 211
2020
Q4 		$255K Buy
+3,264
New +$236K 0.07% 234
2019
Q4 		– Sell
-2,679
Closed -$241K – 178
2019
Q3 		$241K Sell
2,679
-44
-2% -$3.99K 0.15% 126
2019
Q2 		$259K Buy
2,723
+37
+1% +$3.69K 0.16% 89
2019
Q1 		$228K Buy
2,686
+334
+14% +$30.8K 0.15% 86
2018
Q4 		$176K Sell
2,352
-565
-19% -$52K 0.12% 107
2018
Q3 		$274K Buy
2,917
+508
+21% +$50.1K 0.16% 79
2018
Q2 		$207K Buy
2,409
+143
+6% +$14.4K 0.13% 102
2018
Q1 		$216K Sell
2,266
-2
-0.1% -$225 0.14% 87
2017
Q4 		$245K Buy
+2,268
New +$255K 0.18% 69

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

Avestar Capital's PRU Position: Q2 2025 in Review

Avestar Capital sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 1,828 shares — an estimated $204K sold.

Avestar Capital first reported a position in PRU in Q4 2017 and held it in 14 quarters. The position peaked at $376K in Q1 2021. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Avestar Capital reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Avestar Capital sold 1,828 Prudential Financial shares in Q2 2025, an estimated $204K.
  • Avestar Capital first reported a position in Prudential Financial in Q4 2017 and held it in 14 quarters.
  • Avestar Capital's Prudential Financial position peaked at $376K in Q1 2021.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Avestar Capital's 13F filing for Q2 2025, filed 13 Aug 2025.