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GPS Wealth Strategies Group’s Prudential Financial PRU Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$332K Sell
2,945
-5,336
-64% -$572K 0.28% 71
2025
Q3 		$859K Sell
8,281
-1,220
-13% -$128K 0.09% 129
2025
Q2 		$1.02M Sell
9,501
-331
-3% -$34.3K 0.12% 110
2025
Q1 		$1.1M Sell
9,832
-428
-4% -$48.8K 0.15% 104
2024
Q4 		$1.22M Buy
10,260
+362
+4% +$44.7K 0.16% 91
2024
Q3 		$1.2M Buy
9,898
+342
+4% +$40.4K 0.16% 98
2024
Q2 		$1.12M Sell
9,556
-36
-0.4% -$4.16K 0.17% 93
2024
Q1 		$1.13M Buy
9,592
+31
+0.3% +$3.34K 0.18% 92
2023
Q4 		$992K Buy
9,561
+524
+6% +$50.3K 0.18% 96
2023
Q3 		$857K Buy
9,037
+1,150
+15% +$109K 0.16% 107
2023
Q2 		$696K Buy
7,887
+2,169
+38% +$181K 0.13% 122
2023
Q1 		$473K Buy
+5,718
New +$546K 0.1% 147
2022
Q4 		– Sell
-4,440
Closed -$381K – 832
2022
Q3 		$381K Buy
4,440
+52
+1% +$5.01K 0.1% 145
2022
Q2 		$420K Buy
4,388
+394
+10% +$41.7K 0.11% 136
2022
Q1 		$472K Buy
3,994
+579
+17% +$65.8K 0.11% 121
2021
Q4 		$370K Buy
3,415
+65
+2% +$7.06K 0.08% 153
2021
Q3 		$352K Buy
3,350
+257
+8% +$26.5K 0.09% 144
2021
Q2 		$317K Buy
3,093
+148
+5% +$15.1K 0.08% 154
2021
Q1 		$268K Buy
+2,945
New +$252K 0.08% 155

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

GPS Wealth Strategies Group's PRU Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Prudential Financial (PRU) stake by 64% in Q4 2025, selling an estimated $572K and leaving 2,945 shares worth $332K. The position accounts for 0.28% of the portfolio, ranked #71.

GPS Wealth Strategies Group first reported a position in PRU in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • GPS Wealth Strategies Group held 2,945 shares of Prudential Financial worth $332K as of Q4 2025.
  • GPS Wealth Strategies Group sold 5,336 Prudential Financial shares in Q4 2025, an estimated $572K.
  • Prudential Financial made up 0.28% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #71 holding.
  • GPS Wealth Strategies Group first reported a position in Prudential Financial in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Prudential Financial position peaked at $1.22M in Q4 2024.
  • 1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.