FAM
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Formidable Asset Management’s Prudential Financial PRU Stock Holding History

Formidable Asset Management’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 		– Sell
-1,715
Closed -$203K – 399
2024
Q4 		$203K Buy
1,715
+1
+0.1% +$123 0.03% 351
2024
Q3 		$208K Sell
1,714
-202
-11% -$23.9K 0.03% 342
2024
Q2 		$224K Buy
1,916
+202
+12% +$23.3K 0.04% 350
2024
Q1 		$201K Buy
+1,714
New +$185K 0.03% 332
2022
Q1 		– Sell
-1,797
Closed -$204K – 357
2021
Q4 		$204K Buy
+1,797
New +$195K 0.04% 291
2019
Q2 		– Sell
-7,844
Closed -$445K – 315
2019
Q1 		$445K Buy
+7,844
New +$723K 0.17% 104
2017
Q4 		– Sell
-4,730
Closed -$503K – 189
2017
Q3 		$503K Buy
4,730
+94
+2% +$10K 0.21% 108
2017
Q2 		$501K Sell
4,636
-37
-0.8% -$3.93K 0.25% 91
2017
Q1 		$506K Buy
4,673
+38
+0.8% +$4.1K 0.22% 105
2016
Q4 		$482K Buy
4,635
+47
+1% +$4.46K 0.24% 105
2016
Q3 		$375K Hold
4,588
– – 0.19% 119
2016
Q2 		$347K Buy
4,588
+400
+10% +$30.2K 0.19% 117
2016
Q1 		$330K Hold
4,188
– – 0.23% 95
2015
Q4 		$322K Sell
4,188
-164
-4% -$13.6K 0.22% 100
2015
Q3 		$331K Hold
4,352
– – 0.22% 104
2015
Q2 		$381K Hold
4,352
– – 0.24% 95
2015
Q1 		$375K Hold
4,352
– – 0.25% 94
2014
Q4 		$394K Hold
4,352
– – 0.27% 88
2014
Q3 		$382K Buy
4,352
+164
+4% +$14.7K 0.25% 90
2014
Q2 		$372K Hold
4,188
– – 0.22% 102
2014
Q1 		$334K Hold
4,188
– – 0.23% 88
2013
Q4 		$349K Sell
4,188
-1,500
-26% -$128K 0.23% 94
2013
Q3 		$445K Buy
+5,688
New +$446K 0.38% 68

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

Formidable Asset Management's PRU Position: Q1 2025 in Review

Formidable Asset Management sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 1,715 shares — an estimated $203K sold.

Formidable Asset Management first reported a position in PRU in Q3 2013 and held it in 23 quarters. The position peaked at $506K in Q1 2017. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Formidable Asset Management reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Formidable Asset Management sold 1,715 Prudential Financial shares in Q1 2025, an estimated $203K.
  • Formidable Asset Management first reported a position in Prudential Financial in Q3 2013 and held it in 23 quarters.
  • Formidable Asset Management's Prudential Financial position peaked at $506K in Q1 2017.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Formidable Asset Management's 13F filing for Q1 2025, filed 5 May 2025.