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Bellwether Advisors’s Prudential Financial PRU Stock Holding History

Bellwether Advisors’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
-83
Closed -$8.92K – 456
2025
Q2 		$8.92K Hold
83
– – ﹤0.01% 381
2025
Q1 		$9.27K Buy
+83
New +$9.46K ﹤0.01% 327
2021
Q3 		– Sell
-10,062
Closed -$1.03M – 604
2021
Q2 		$1.03M Buy
10,062
+9,907
+6,392% +$1.01M 0.36% 58
2021
Q1 		$14K Buy
+155
New +$13.3K 0.01% 224

Other funds holding PRU

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

Bellwether Advisors's PRU Position: Q3 2025 in Review

Bellwether Advisors sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 83 shares — an estimated $8.92K sold.

Bellwether Advisors first reported a position in PRU in Q1 2021 and held it in 4 quarters. The position peaked at $1.03M in Q2 2021. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Bellwether Advisors reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 83 Prudential Financial shares in Q3 2025, an estimated $8.92K.
  • Bellwether Advisors first reported a position in Prudential Financial in Q1 2021 and held it in 4 quarters.
  • Bellwether Advisors's Prudential Financial position peaked at $1.03M in Q2 2021.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.