Cooper Financial Group’s Prudential Financial PRU Stock Holding History

Cooper Financial 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 Q2	–	Sell	-2,011	Closed	-$225K	–	398
2025 Q1	$225K	Sell	2,011 -17	-0.8%	-$1.94K	0.03%	349
2024 Q4	$240K	Buy	2,028 +329	+19%	+$40.6K	0.03%	348
2024 Q3	$206K	Buy	+1,699	New	+$201K	0.03%	373

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cooper Financial Group's PRU Position: Q2 2025 in Review

Cooper Financial Group sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 2,011 shares — an estimated $225K sold.

Cooper Financial Group first reported a position in PRU in Q3 2024 and held it in 3 quarters. The position peaked at $240K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

Cooper Financial Group reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
Cooper Financial Group sold 2,011 Prudential Financial shares in Q2 2025, an estimated $225K.
Cooper Financial Group first reported a position in Prudential Financial in Q3 2024 and held it in 3 quarters.
Cooper Financial Group's Prudential Financial position peaked at $240K in Q4 2024.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Cooper Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.