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Centricity Wealth Management’s Prudential Financial PRU Stock Holding History

Centricity Wealth Management’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 		$26.5K Hold
247
– – 0.02% 228
2025
Q1 		$27.6K Hold
247
– – 0.03% 221
2024
Q4 		$29.3K Buy
+247
New +$30.5K 0.03% 218

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Centricity Wealth Management's PRU Position: Q2 2025 in Review

Centricity Wealth Management held its Prudential Financial (PRU) position steady in Q2 2025 at 247 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #228.

Centricity Wealth Management first reported a position in PRU in Q4 2024 and has held it in 3 quarters since. The position peaked at $29.3K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Centricity Wealth Management held 247 shares of Prudential Financial worth $26.5K as of Q2 2025.
  • Centricity Wealth Management left its Prudential Financial share count unchanged in Q2 2025.
  • Prudential Financial made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #228 holding.
  • Centricity Wealth Management first reported a position in Prudential Financial in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Prudential Financial position peaked at $29.3K in Q4 2024.
  • 1,312 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.