Bear Mountain Capital’s Prudential Financial PRU Stock Holding History

Bear Mountain 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	-5	Closed	-$539	–	289
2025 Q1	$539	Buy	+5	New	+$570	﹤0.01%	240

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bear Mountain Capital's PRU Position: Q2 2025 in Review

Bear Mountain Capital sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 5 shares — an estimated $539 sold.

Bear Mountain Capital first reported a position in PRU in Q1 2025 and held it in 1 quarter. The position peaked at $539 in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

Bear Mountain Capital reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
Bear Mountain Capital sold 5 Prudential Financial shares in Q2 2025, an estimated $539.
Bear Mountain Capital first reported a position in Prudential Financial in Q1 2025 and held it in 1 quarter.
Bear Mountain Capital's Prudential Financial position peaked at $539 in Q1 2025.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.