Evergreen Private Wealth’s Prudential Financial PRU Stock Holding History

Evergreen Private Wealth’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	-17	Closed	-$1.83K	–	285
2025 Q2	$1.83K	Buy	+17	New	+$1.76K	﹤0.01%	259

Other funds holding PRU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Evergreen Private Wealth's PRU Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 17 shares — an estimated $1.83K sold.

Evergreen Private Wealth first reported a position in PRU in Q2 2025 and held it in 1 quarter. The position peaked at $1.83K in Q2 2025. 1,312 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

Evergreen Private Wealth reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 17 Prudential Financial shares in Q3 2025, an estimated $1.83K.
Evergreen Private Wealth first reported a position in Prudential Financial in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's Prudential Financial position peaked at $1.83K in Q2 2025.
1,312 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.