Beacon Capital Management LLC (Tennessee)’s Prudential Financial PRU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-571	Closed	-$61.4K	–	786
2025 Q2	$61.4K	Buy	571 +1	+0.2%	+$104	0.01%	305
2025 Q1	$63.6K	Buy	570 +2	+0.4%	+$228	0.01%	274
2024 Q4	$67.3K	Hold	568	–	–	0.01%	252
2024 Q3	$68.8K	Hold	568	–	–	0.01%	265
2024 Q2	$66.6K	Hold	568	–	–	0.01%	241
2024 Q1	$66.7K	Buy	568 +450	+381%	+$48.5K	0.01%	236
2023 Q4	$11.2K	Hold	118	–	–	﹤0.01%	497
2023 Q3	$10.4K	Hold	118	–	–	﹤0.01%	558
2023 Q2	$10.4K	Hold	118	–	–	﹤0.01%	558
2023 Q1	$9.76K	Hold	118	–	–	﹤0.01%	505
2022 Q4	$11.7K	Hold	118	–	–	﹤0.01%	472
2022 Q3	$11K	Sell	118 -182	-61%	-$17.5K	﹤0.01%	469
2022 Q2	$36K	Hold	300	–	–	0.01%	294
2022 Q1	$36K	Buy	+300	New	+$34.1K	0.01%	294

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PRU Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 571 shares — an estimated $61.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PRU in Q1 2022 and held it in 14 quarters. The position peaked at $68.8K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 571 Prudential Financial shares in Q3 2025, an estimated $61.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in Prudential Financial in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Prudential Financial position peaked at $68.8K in Q3 2024.
1,312 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.