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Congress Wealth Management’s Prudential Financial PRU Stock Holding History

Congress 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 		$490K Sell
4,564
-4,267
-48% -$442K ﹤0.01% 933
2025
Q1 		$991K Buy
8,831
+5,589
+172% +$637K 0.01% 638
2024
Q4 		$384K Buy
3,242
+1,075
+50% +$133K 0.01% 709
2024
Q3 		$263K Buy
+2,167
New +$256K ﹤0.01% 769
2024
Q1 		– Sell
-2,264
Closed -$235K – 624
2023
Q4 		$235K Buy
+2,264
New +$217K ﹤0.01% 568

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

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

Congress Wealth Management reduced its Prudential Financial (PRU) stake by 48% in Q2 2025, selling an estimated $442K and leaving 4,564 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Congress Wealth Management first reported a position in PRU in Q4 2023 and has held it in 5 quarters since. The position peaked at $991K in Q1 2025. 1,312 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Congress Wealth Management held 4,564 shares of Prudential Financial worth $490K as of Q2 2025.
  • Congress Wealth Management sold 4,267 Prudential Financial shares in Q2 2025, an estimated $442K.
  • Prudential Financial made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #933 holding.
  • Congress Wealth Management first reported a position in Prudential Financial in Q4 2023 and has held it in 5 quarters since.
  • Congress Wealth Management's Prudential Financial position peaked at $991K in Q1 2025.
  • 1,312 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.