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Glass Jacobson Investment Advisors’s Prudential Financial PRU Stock Holding History

Glass Jacobson Investment Advisors’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
-100
Closed -$11.9K – 773
2025
Q1 		$11.9K Hold
100
– – ﹤0.01% 580
2024
Q4 		$11.9K Hold
100
– – ﹤0.01% 580
2024
Q3 		$12.1K Hold
100
– – ﹤0.01% 546
2024
Q2 		$11.7K Sell
100
-175
-64% -$20.2K ﹤0.01% 535
2024
Q1 		$32.3K Hold
275
– – 0.01% 419
2023
Q4 		$28.5K Sell
275
-6,027
-96% -$578K 0.01% 402
2023
Q3 		$598K Sell
6,302
-17
-0.3% -$1.61K 0.27% 106
2023
Q2 		$557K Buy
+6,319
New +$529K 0.26% 111
2022
Q4 		$640K Buy
+6,439
New +$652K 0.32% 96

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Glass Jacobson Investment Advisors's PRU Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 100 shares — an estimated $11.9K sold.

Glass Jacobson Investment Advisors first reported a position in PRU in Q4 2022 and held it in 9 quarters. The position peaked at $640K in Q4 2022. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 100 Prudential Financial shares in Q2 2025, an estimated $11.9K.
  • Glass Jacobson Investment Advisors first reported a position in Prudential Financial in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Prudential Financial position peaked at $640K in Q4 2022.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.