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Delta Financial Group’s Prudential Financial PRU Stock Holding History

Delta 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
Q1 		$355K Buy
3,138
+26
+0.8% +$2.96K 0.08% 176
2024
Q4 		$369K Buy
+3,112
New +$384K 0.09% 165
2024
Q2 		– Sell
-2,975
Closed -$349K – 204
2024
Q1 		$349K Hold
2,975
– – 0.1% 159
2023
Q4 		$308K Sell
2,975
-204
-6% -$19.6K 0.1% 155
2023
Q3 		$302K Buy
+3,179
New +$301K 0.1% 145
2023
Q2 		– Sell
-3,131
Closed -$259K – 167
2023
Q1 		$259K Buy
3,131
+50
+2% +$4.77K 0.1% 144
2022
Q4 		$306K Buy
+3,081
New +$312K 0.14% 117

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

Delta Financial Group's PRU Position: Q1 2025 in Review

Delta Financial Group increased its Prudential Financial (PRU) stake by 0.84% in Q1 2025, buying an estimated $2.96K and bringing the position to 3,138 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #176.

Delta Financial Group first reported a position in PRU in Q4 2022 and has held it in 7 quarters since. The position peaked at $369K in Q4 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Delta Financial Group held 3,138 shares of Prudential Financial worth $355K as of Q1 2025.
  • Delta Financial Group bought 26 Prudential Financial shares in Q1 2025, an estimated $2.96K.
  • Prudential Financial made up 0.08% of Delta Financial Group's portfolio in Q1 2025, its #176 holding.
  • Delta Financial Group first reported a position in Prudential Financial in Q4 2022 and has held it in 7 quarters since.
  • Delta Financial Group's Prudential Financial position peaked at $369K in Q4 2024.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.