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Fiduciary Financial Group’s Prudential Financial PRU Stock Holding History

Fiduciary 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
2024
Q4 		– Sell
-3,699
Closed -$447K – 296
2024
Q3 		$447K Buy
3,699
+200
+6% +$23.6K 0.1% 120
2024
Q2 		$443K Buy
+3,499
New +$404K 0.11% 112

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Fiduciary Financial Group's PRU Position: Q4 2024 in Review

Fiduciary Financial Group sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 3,699 shares — an estimated $447K sold.

Fiduciary Financial Group first reported a position in PRU in Q2 2024 and held it in 2 quarters. The position peaked at $447K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Fiduciary Financial Group reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Financial Group sold 3,699 Prudential Financial shares in Q4 2024, an estimated $447K.
  • Fiduciary Financial Group first reported a position in Prudential Financial in Q2 2024 and held it in 2 quarters.
  • Fiduciary Financial Group's Prudential Financial position peaked at $447K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Fiduciary Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.