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Continuum Advisory’s Prudential Financial PRU Stock Holding History

Continuum Advisory’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
-483
Closed -$54K – 1269
2025
Q1 		$54K Sell
483
-312
-39% -$35.5K 0.01% 653
2024
Q4 		$94.2K Buy
795
+46
+6% +$5.68K 0.01% 528
2024
Q3 		$94.1K Sell
749
-18
-2% -$2.13K 0.01% 533
2024
Q2 		$89.9K Buy
767
+3
+0.4% +$346 0.01% 508
2024
Q1 		$90.1K Buy
+764
New +$82.3K 0.01% 506

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
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

Continuum Advisory's PRU Position: Q2 2025 in Review

Continuum Advisory sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 483 shares — an estimated $54K sold.

Continuum Advisory first reported a position in PRU in Q1 2024 and held it in 5 quarters. The position peaked at $94.2K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Continuum Advisory reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 483 Prudential Financial shares in Q2 2025, an estimated $54K.
  • Continuum Advisory first reported a position in Prudential Financial in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Prudential Financial position peaked at $94.2K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.