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CWS Financial Advisors’s Prudential Financial PRU Stock Holding History

CWS Financial Advisors’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
Q3 		– Sell
-2,152
Closed -$231K – 143
2025
Q2 		$231K Sell
2,152
-318
-13% -$32.9K 0.07% 124
2025
Q1 		$276K Sell
2,470
-11
-0.4% -$1.25K 0.09% 107
2024
Q4 		$294K Buy
2,481
+649
+35% +$80.1K 0.1% 101
2024
Q3 		$222K Buy
1,832
+15
+0.8% +$1.77K 0.08% 110
2024
Q2 		$213K Sell
1,817
-828
-31% -$95.6K 0.08% 103
2024
Q1 		$311K Sell
2,645
-415
-14% -$44.7K 0.13% 84
2023
Q4 		$317K Sell
3,060
-241
-7% -$23.1K 0.12% 115
2023
Q3 		$313K Buy
3,301
+87
+3% +$8.23K 0.13% 112
2023
Q2 		$284K Buy
+3,214
New +$269K 0.11% 116
2023
Q1 		– Sell
-2,332
Closed -$212K – 157
2022
Q4 		$212K Sell
2,332
-993
-30% -$101K 0.09% 130
2022
Q3 		$285K Buy
3,325
+436
+15% +$42K 0.14% 108
2022
Q2 		$276K Buy
2,889
+15
+0.5% +$1.59K 0.13% 115
2022
Q1 		$340K Buy
2,874
+30
+1% +$3.41K 0.13% 107
2021
Q4 		$308K Buy
+2,844
New +$309K 0.11% 116
2021
Q2 		$284K Buy
2,768
+436
+19% +$44.5K 0.11% 119
2021
Q1 		$212K Buy
+2,332
New +$200K 0.09% 130

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CWS Financial Advisors's PRU Position: Q3 2025 in Review

CWS Financial Advisors sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 2,152 shares — an estimated $231K sold.

CWS Financial Advisors first reported a position in PRU in Q1 2021 and held it in 16 quarters. The position peaked at $340K in Q1 2022. 1,310 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • CWS Financial Advisors reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • CWS Financial Advisors sold 2,152 Prudential Financial shares in Q3 2025, an estimated $231K.
  • CWS Financial Advisors first reported a position in Prudential Financial in Q1 2021 and held it in 16 quarters.
  • CWS Financial Advisors's Prudential Financial position peaked at $340K in Q1 2022.
  • 1,310 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on CWS Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.