BW
PRU icon

Bison Wealth’s Prudential Financial PRU Stock Holding History

Bison Wealth’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
2024
Q4 		– Sell
-6,110
Closed -$740K – 398
2024
Q3 		$740K Sell
6,110
-5,144
-46% -$608K 0.12% 175
2024
Q2 		$1.32M Hold
11,254
– – 0.21% 112
2024
Q1 		$1.32M Sell
11,254
-42
-0.4% -$4.53K 0.21% 112
2023
Q4 		$1.17M Sell
11,296
-481
-4% -$46.1K 0.21% 116
2023
Q3 		$1.12M Sell
11,777
-903
-7% -$85.4K 0.22% 113
2023
Q2 		$1.12M Sell
12,680
-1,931
-13% -$162K 0.21% 124
2023
Q1 		$1.18M Sell
14,611
-52
-0.4% -$4.96K 0.36% 74
2022
Q4 		$1.51M Buy
14,663
+9,799
+201% +$992K 0.48% 64
2022
Q3 		$417K Sell
4,864
-179
-4% -$17.2K 0.16% 159
2022
Q2 		$483K Sell
5,043
-1
-0% -$106 0.28% 96
2022
Q1 		$596K Sell
5,044
-22
-0.4% -$2.5K 0.3% 86
2021
Q4 		$548K Sell
5,066
-17
-0.3% -$1.85K 0.32% 76
2021
Q3 		$535K Sell
5,083
-15
-0.3% -$1.55K 0.24% 102
2021
Q2 		$522K Buy
5,098
+252
+5% +$25.7K 0.23% 115
2021
Q1 		$441K Buy
4,846
+614
+15% +$52.6K 0.19% 138
2020
Q4 		$330K Sell
4,232
-99
-2% -$7.15K 0.15% 164
2020
Q3 		$275K Buy
4,331
+598
+16% +$39.3K 0.16% 145
2020
Q2 		$227K Buy
+3,733
New +$219K 0.14% 160
2018
Q2 		– Sell
-1,941
Closed -$201K – 216
2018
Q1 		$201K Buy
1,941
+126
+7% +$14.2K 0.15% 184
2017
Q4 		$209K Buy
+1,815
New +$204K 0.15% 190

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Bison Wealth's PRU Position: Q4 2024 in Review

Bison Wealth sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 6,110 shares — an estimated $740K sold.

Bison Wealth first reported a position in PRU in Q4 2017 and held it in 20 quarters. The position peaked at $1.51M in Q4 2022. 1,374 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Bison Wealth reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 6,110 Prudential Financial shares in Q4 2024, an estimated $740K.
  • Bison Wealth first reported a position in Prudential Financial in Q4 2017 and held it in 20 quarters.
  • Bison Wealth's Prudential Financial position peaked at $1.51M in Q4 2022.
  • 1,374 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.