BAG
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Bridgewealth Advisory Group’s Prudential Financial PRU Stock Holding History

Bridgewealth Advisory 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
2026
Q1 		$202K Buy
2,066
+16
+0.8% +$1.66K 0.04% 128
2025
Q4 		$231K Sell
2,050
-60
-3% -$6.43K 0.05% 112
2025
Q3 		$219K Buy
2,110
+14
+0.7% +$1.47K 0.05% 112
2025
Q2 		$225K Buy
+2,096
New +$217K 0.06% 102
2025
Q1 		– Sell
-2,070
Closed -$232K – 94
2024
Q4 		$232K Buy
+2,070
New +$256K 0.07% 94

Other funds holding PRU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return