Global Financial Private Client’s Prudential Financial PRU Stock Holding History

Global Financial Private Client’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	-1,431	Closed	-$160K	–	1254
2025 Q1	$160K	Buy	1,431 +13	+0.9%	+$1.48K	0.06%	220
2024 Q4	$168K	Buy	1,418 +9	+0.6%	+$1.11K	0.06%	212
2024 Q3	$171K	Hold	1,409	–	–	0.07%	206
2024 Q2	$165K	Hold	1,409	–	–	0.07%	195
2024 Q1	$164K	Hold	1,409	–	–	0.07%	187
2023 Q4	$146K	Hold	1,409	–	–	0.07%	194
2023 Q3	$132K	Hold	1,409	–	–	0.07%	190
2023 Q2	$126K	Hold	1,409	–	–	0.06%	201
2023 Q1	$116K	Hold	1,409	–	–	0.06%	194
2022 Q4	$140K	Hold	1,409	–	–	0.08%	166
2022 Q3	$126K	Hold	1,409	–	–	0.07%	176
2022 Q2	$137K	Hold	1,409	–	–	0.08%	165
2022 Q1	$167K	Hold	1,409	–	–	0.08%	154
2021 Q4	$153K	Hold	1,409	–	–	0.07%	161
2021 Q3	$150K	Hold	1,409	–	–	0.08%	153
2021 Q2	$146K	Buy	1,409 +1,100	+356%	+$112K	0.08%	149
2021 Q1	$28.6K	Hold	309	–	–	0.02%	255
2020 Q4	$24.1K	Sell	309 -25	-7%	-$1.81K	0.02%	252
2020 Q3	$21.2K	Hold	334	–	–	0.02%	256
2020 Q2	$19.7K	Buy	334 +300	+882%	+$17.6K	0.02%	296
2020 Q1	$1.6K	Hold	34	–	–	﹤0.01%	467
2019 Q4	$3.19K	Buy	+34	New	+$3.12K	﹤0.01%	438

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

Global Financial Private Client's PRU Position: Q2 2025 in Review

Global Financial Private Client sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 1,431 shares — an estimated $160K sold.

Global Financial Private Client first reported a position in PRU in Q4 2019 and held it in 22 quarters. The position peaked at $171K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

Global Financial Private Client reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 1,431 Prudential Financial shares in Q2 2025, an estimated $160K.
Global Financial Private Client first reported a position in Prudential Financial in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Prudential Financial position peaked at $171K in Q3 2024.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.