Grey Fox Wealth Advisors’s Prudential Financial PRU Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-59	Closed	-$6.12K	–	482
2025 Q3	$6.12K	Buy	+59	New	+$6.21K	﹤0.01%	459

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

Goldman Sachs New York $871B AUM 31.28% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Grey Fox Wealth Advisors's PRU Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 59 shares — an estimated $6.12K sold.

Grey Fox Wealth Advisors first reported a position in PRU in Q3 2025 and held it in 1 quarter. The position peaked at $6.12K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 59 Prudential Financial shares in Q4 2025, an estimated $6.12K.
Grey Fox Wealth Advisors first reported a position in Prudential Financial in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Prudential Financial position peaked at $6.12K in Q3 2025.
1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.