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Compass Financial Services’s Prudential Financial PRU Stock Holding History

Compass Financial Services’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 		– Sell
-50
Closed -$5.58K – 320
2025
Q1 		$5.58K Buy
+50
New +$5.7K ﹤0.01% 225

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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Compass Financial Services's PRU Position: Q2 2025 in Review

Compass Financial Services sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 50 shares — an estimated $5.58K sold.

Compass Financial Services first reported a position in PRU in Q1 2025 and held it in 1 quarter. The position peaked at $5.58K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Compass Financial Services reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Compass Financial Services sold 50 Prudential Financial shares in Q2 2025, an estimated $5.58K.
  • Compass Financial Services first reported a position in Prudential Financial in Q1 2025 and held it in 1 quarter.
  • Compass Financial Services's Prudential Financial position peaked at $5.58K in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Compass Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.