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Berger Financial Group’s Prudential Financial PRU Stock Holding History

Berger Financial Group’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
-2,397
Closed -$268K – 430
2025
Q1 		$268K Sell
2,397
-45,358
-95% -$5.17M 0.02% 354
2024
Q4 		$5.66M Buy
47,755
+551
+1% +$68K 0.39% 61
2024
Q3 		$5.72M Sell
47,204
-274
-0.6% -$32.4K 0.41% 60
2024
Q2 		$5.56M Sell
47,478
-1,428
-3% -$165K 0.44% 52
2024
Q1 		$5.74M Buy
48,906
+1,960
+4% +$211K 0.47% 52
2023
Q4 		$4.87M Sell
46,946
-884
-2% -$84.8K 0.5% 58
2023
Q3 		$4.54M Buy
47,830
+500
+1% +$47.3K 0.52% 56
2023
Q2 		$4.18M Sell
47,330
-486
-1% -$40.7K 0.47% 68
2023
Q1 		$3.96M Buy
+47,816
New +$4.56M 0.48% 70

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Berger Financial Group's PRU Position: Q2 2025 in Review

Berger Financial Group sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 2,397 shares — an estimated $268K sold.

Berger Financial Group first reported a position in PRU in Q1 2023 and held it in 9 quarters. The position peaked at $5.74M in Q1 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Berger Financial Group reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Berger Financial Group sold 2,397 Prudential Financial shares in Q2 2025, an estimated $268K.
  • Berger Financial Group first reported a position in Prudential Financial in Q1 2023 and held it in 9 quarters.
  • Berger Financial Group's Prudential Financial position peaked at $5.74M in Q1 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Berger Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.