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Bard Financial Services’s Prudential Financial PRU Stock Holding History

Bard Financial 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
Q3 		$304K Hold
2,935
– – 0.03% 174
2025
Q2 		$315K Hold
2,935
– – 0.04% 167
2025
Q1 		$328K Buy
+2,935
New +$334K 0.04% 171

Other funds holding PRU

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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bard Financial Services's PRU Position: Q3 2025 in Review

Bard Financial Services held its Prudential Financial (PRU) position steady in Q3 2025 at 2,935 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #174.

Bard Financial Services first reported a position in PRU in Q1 2025 and has held it in 3 quarters since. The position peaked at $328K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Bard Financial Services held 2,935 shares of Prudential Financial worth $304K as of Q3 2025.
  • Bard Financial Services left its Prudential Financial share count unchanged in Q3 2025.
  • Prudential Financial made up 0.03% of Bard Financial Services's portfolio in Q3 2025, its #174 holding.
  • Bard Financial Services first reported a position in Prudential Financial in Q1 2025 and has held it in 3 quarters since.
  • Bard Financial Services's Prudential Financial position peaked at $328K in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.