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Coppell Advisory Solutions’s Prudential Financial PRU Stock Holding History

Coppell Advisory Solutions’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
-1,989
Closed -$207K – 425
2025
Q1 		$207K Buy
1,989
+1,224
+160% +$139K 0.03% 314
2024
Q4 		$90.4K Sell
765
-208
-21% -$25.7K 0.01% 440
2024
Q3 		$118K Sell
973
-391
-29% -$46.2K 0.02% 365
2024
Q2 		$160K Buy
+1,364
New +$157K 0.03% 301
2023
Q4 		$43.5K Buy
419
+247
+144% +$23.7K 0.01% 525
2023
Q3 		$17.1K Sell
172
-147
-46% -$13.9K 0.01% 518
2023
Q2 		$28K Buy
+319
New +$26.7K 0.01% 498
2023
Q1 		– Sell
-172
Closed -$17.1K – 841
2022
Q4 		$17.1K Buy
+172
New +$17.4K 0.01% 523

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

Coppell Advisory Solutions's PRU Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 1,989 shares — an estimated $207K sold.

Coppell Advisory Solutions first reported a position in PRU in Q4 2022 and held it in 8 quarters. The position peaked at $207K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,989 Prudential Financial shares in Q2 2025, an estimated $207K.
  • Coppell Advisory Solutions first reported a position in Prudential Financial in Q4 2022 and held it in 8 quarters.
  • Coppell Advisory Solutions's Prudential Financial position peaked at $207K in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.