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Beach Investment Counsel’s Prudential Financial PRU Stock Holding History

Beach Investment Counsel’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
Q1 		$212K Hold
1,900
– – 0.03% 115
2024
Q4 		$225K Sell
1,900
-300
-14% -$37K 0.03% 115
2024
Q3 		$266K Hold
2,200
– – 0.03% 120
2024
Q2 		$258K Hold
2,200
– – 0.03% 122
2024
Q1 		$228K Hold
2,200
– – 0.03% 137
2023
Q4 		$228K Hold
2,200
– – 0.03% 136
2023
Q3 		$209K Buy
+2,200
New +$208K 0.03% 149
2023
Q1 		– Sell
-2,200
Closed -$219K – 159
2022
Q4 		$219K Buy
+2,200
New +$223K 0.03% 147
2022
Q3 		– Sell
-2,200
Closed -$210K – 151
2022
Q2 		$210K Hold
2,200
– – 0.03% 151
2022
Q1 		$260K Hold
2,200
– – 0.03% 150
2021
Q4 		$238K Hold
2,200
– – 0.03% 133
2021
Q3 		$231K Hold
2,200
– – 0.02% 162
2021
Q2 		$225K Hold
2,200
– – 0.02% 166
2021
Q1 		$200K Buy
+2,200
New +$188K 0.02% 159

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Beach Investment Counsel's PRU Position: Q1 2025 in Review

Beach Investment Counsel held its Prudential Financial (PRU) position steady in Q1 2025 at 1,900 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #115.

Beach Investment Counsel first reported a position in PRU in Q1 2021 and has held it in 14 quarters since. The position peaked at $266K in Q3 2024. 1,335 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Beach Investment Counsel held 1,900 shares of Prudential Financial worth $212K as of Q1 2025.
  • Beach Investment Counsel left its Prudential Financial share count unchanged in Q1 2025.
  • Prudential Financial made up 0.03% of Beach Investment Counsel's portfolio in Q1 2025, its #115 holding.
  • Beach Investment Counsel first reported a position in Prudential Financial in Q1 2021 and has held it in 14 quarters since.
  • Beach Investment Counsel's Prudential Financial position peaked at $266K in Q3 2024.
  • 1,335 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.