Eagle Wealth Strategies’s Prudential Financial PRU Stock Holding History

Eagle Wealth Strategies’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	-1,818	Closed	-$203K	–	108
2025 Q1	$203K	Buy	1,818 +12	+0.7%	+$1.37K	0.12%	91
2024 Q4	$214K	Buy	1,806 +10	+0.6%	+$1.24K	0.16%	95
2024 Q3	$217K	Buy	+1,796	New	+$212K	0.16%	94

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

Eagle Wealth Strategies's PRU Position: Q2 2025 in Review

Eagle Wealth Strategies sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 1,818 shares — an estimated $203K sold.

Eagle Wealth Strategies first reported a position in PRU in Q3 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

Eagle Wealth Strategies reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
Eagle Wealth Strategies sold 1,818 Prudential Financial shares in Q2 2025, an estimated $203K.
Eagle Wealth Strategies first reported a position in Prudential Financial in Q3 2024 and held it in 3 quarters.
Eagle Wealth Strategies's Prudential Financial position peaked at $217K in Q3 2024.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Eagle Wealth Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.