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Buck Wealth Strategies’s Prudential Financial PRU Stock Holding History

Buck Wealth Strategies’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
-6,521
Closed -$773K – 133
2024
Q4 		$773K Buy
6,521
+2,699
+71% +$333K 0.16% 56
2024
Q3 		$463K Sell
3,822
-2,024
-35% -$239K 0.15% 55
2024
Q2 		$685K Sell
5,846
-46,715
-89% -$5.39M 0.2% 48
2024
Q1 		$6.17M Buy
52,561
+46,366
+748% +$5M 2.12% 18
2023
Q4 		$642K Sell
6,195
-269
-4% -$25.8K 0.24% 39
2023
Q3 		$613K Buy
6,464
+5,737
+789% +$543K 0.25% 45
2023
Q2 		$64.1K Buy
+727
New +$60.8K 0.03% 66
2022
Q3 		$232K Buy
+2,442
New +$235K 0.11% 48

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

Buck Wealth Strategies's PRU Position: Q1 2025 in Review

Buck Wealth Strategies sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 6,521 shares — an estimated $773K sold.

Buck Wealth Strategies first reported a position in PRU in Q3 2022 and held it in 8 quarters. The position peaked at $6.17M in Q1 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Buck Wealth Strategies reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 6,521 Prudential Financial shares in Q1 2025, an estimated $773K.
  • Buck Wealth Strategies first reported a position in Prudential Financial in Q3 2022 and held it in 8 quarters.
  • Buck Wealth Strategies's Prudential Financial position peaked at $6.17M in Q1 2024.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Buck Wealth Strategies's 13F filing for Q1 2025, filed 22 Apr 2025.