CIBC Private Wealth Group
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CIBC Private Wealth Group’s Prudential Financial PRU Stock Holding History

CIBC Private Wealth 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
Q4 		$3.02M Sell
26,750
-2,045
-7% -$219K 0.01% 503
2025
Q3 		$2.99M Buy
28,795
+97
+0.3% +$10.2K 0.01% 509
2025
Q2 		$3.08M Sell
28,698
-2,588
-8% -$268K 0.01% 493
2025
Q1 		$2.98M Sell
31,286
-139
-0.4% -$15.8K 0.01% 478
2024
Q4 		$3.72M Sell
31,425
-1,499
-5% -$185K 0.01% 472
2024
Q3 		$3.99M Buy
32,924
+24,063
+272% +$2.84M 0.01% 466
2024
Q2 		$1.04M Buy
8,861
+2,023
+30% +$233K ﹤0.01% 659
2024
Q1 		$795K Buy
6,838
+2,184
+47% +$235K ﹤0.01% 723
2023
Q4 		$483K Buy
4,654
+697
+18% +$66.9K ﹤0.01% 808
2023
Q3 		$375K Buy
+3,957
New +$374K ﹤0.01% 826
2022
Q3 		– Sell
-250
Closed -$24K – 1129
2022
Q2 		$24K Hold
250
– – ﹤0.01% 1007
2022
Q1 		$30K Buy
+250
New +$28.4K ﹤0.01% 1071
2021
Q1 		– Sell
-20,869
Closed -$1.63M – 1048
2020
Q4 		$1.63M Sell
20,869
-418
-2% -$30.2K ﹤0.01% 545
2020
Q3 		$1.35M Sell
21,287
-20,443
-49% -$1.34M ﹤0.01% 511
2020
Q2 		$2.54M Sell
41,730
-16,608
-28% -$975K 0.01% 359
2020
Q1 		$3.04M Sell
58,338
-23,140
-28% -$1.84M 0.01% 357
2019
Q4 		$7.64M Sell
81,478
-1,056,664
-93% -$97M 0.02% 317
2019
Q3 		$102M Sell
1,138,142
-17,713
-2% -$1.61M 0.36% 83
2019
Q2 		$117M Sell
1,155,855
-92,629
-7% -$9.23M 0.41% 75
2019
Q1 		$115M Buy
1,248,484
+57,609
+5% +$5.31M 0.44% 73
2018
Q4 		$97.1M Sell
1,190,875
-36,895
-3% -$3.4M 0.43% 71
2018
Q3 		$124M Sell
1,227,770
-12,900
-1% -$1.27M 0.47% 66
2018
Q2 		$116M Buy
1,240,670
+12,967
+1% +$1.31M 0.47% 64
2018
Q1 		$127M Sell
1,227,703
-3,440
-0.3% -$388K 0.55% 51
2017
Q4 		$142M Sell
1,231,143
-16,926
-1% -$1.9M 0.6% 46
2017
Q3 		$133M Buy
1,248,069
+7,299
+0.6% +$780K 0.6% 46
2017
Q2 		$134M Buy
1,240,770
+2,369
+0.2% +$252K 0.84% 37
2017
Q1 		$132M Sell
1,238,401
-26,763
-2% -$2.89M 0.83% 37
2016
Q4 		$132M Sell
1,265,164
-225,404
-15% -$21.4M 0.87% 34
2016
Q3 		$122M Buy
1,490,568
+37,284
+3% +$2.86M 0.84% 40
2016
Q2 		$104M Buy
1,453,284
+12,857
+0.9% +$970K 0.76% 44
2016
Q1 		$104M Buy
1,440,427
+61,364
+4% +$4.28M 0.8% 44
2015
Q4 		$112M Buy
1,379,063
+7,539
+0.5% +$623K 0.88% 37
2015
Q3 		$105M Buy
1,371,524
+23,367
+2% +$1.96M 0.86% 36
2015
Q2 		$118M Buy
1,348,157
+24,019
+2% +$2.04M 0.86% 35
2015
Q1 		$106M Buy
1,324,138
+307,931
+30% +$24.9M 0.79% 37
2014
Q4 		$91.9M Buy
1,016,207
+282,622
+39% +$24.3M 0.7% 47
2014
Q3 		$64.5M Buy
733,585
+275,387
+60% +$24.6M 0.51% 63
2014
Q2 		$40.7M Buy
+458,198
New +$38.5M 0.33% 92

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CIBC Private Wealth Group's PRU Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Prudential Financial (PRU) stake by 7.1% in Q4 2025, selling an estimated $219K and leaving 26,750 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #503.

CIBC Private Wealth Group first reported a position in PRU in Q2 2014 and has held it in 39 quarters since. The position peaked at $142M in Q4 2017. 1,407 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • CIBC Private Wealth Group held 26,750 shares of Prudential Financial worth $3.02M as of Q4 2025.
  • CIBC Private Wealth Group sold 2,045 Prudential Financial shares in Q4 2025, an estimated $219K.
  • Prudential Financial made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #503 holding.
  • CIBC Private Wealth Group first reported a position in Prudential Financial in Q2 2014 and has held it in 39 quarters since.
  • CIBC Private Wealth Group's Prudential Financial position peaked at $142M in Q4 2017.
  • 1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.