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Bleakley Financial Group’s Prudential Financial PRU Stock Holding History

Bleakley 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
Q1 		– Sell
-8,620
Closed -$1.02M – 865
2024
Q4 		$1.02M Sell
8,620
-175
-2% -$21.6K 0.03% 402
2024
Q3 		$1.07M Buy
8,795
+355
+4% +$42K 0.03% 395
2024
Q2 		$989K Sell
8,440
-209
-2% -$24.1K 0.03% 420
2024
Q1 		$1.02M Buy
8,649
+272
+3% +$29.3K 0.03% 423
2023
Q4 		$869K Buy
8,377
+28
+0.3% +$2.69K 0.03% 432
2023
Q3 		$792K Sell
8,349
-892
-10% -$84.4K 0.03% 425
2023
Q2 		$815K Buy
9,241
+240
+3% +$20.1K 0.03% 457
2023
Q1 		$745K Sell
9,001
-511
-5% -$48.8K 0.02% 465
2022
Q4 		$946K Buy
+9,512
New +$963K 0.03% 386

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

Bleakley Financial Group's PRU Position: Q1 2025 in Review

Bleakley Financial Group sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 8,620 shares — an estimated $1.02M sold.

Bleakley Financial Group first reported a position in PRU in Q4 2022 and held it in 9 quarters. The position peaked at $1.07M in Q3 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Bleakley Financial Group reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 8,620 Prudential Financial shares in Q1 2025, an estimated $1.02M.
  • Bleakley Financial Group first reported a position in Prudential Financial in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Prudential Financial position peaked at $1.07M in Q3 2024.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.