Guardian Partners’s Prudential Financial PRU Stock Holding History

Guardian Partners’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	-2,030	Closed	-$206K	–	177
2025 Q1	$206K	Sell	2,030 -100	-5%	-$11.4K	0.02%	164
2024 Q4	$252K	Buy	+2,130	New	+$263K	0.03%	152

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

Guardian Partners's PRU Position: Q2 2025 in Review

Guardian Partners sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 2,030 shares — an estimated $206K sold.

Guardian Partners first reported a position in PRU in Q4 2024 and held it in 2 quarters. The position peaked at $252K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

Guardian Partners reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
Guardian Partners sold 2,030 Prudential Financial shares in Q2 2025, an estimated $206K.
Guardian Partners first reported a position in Prudential Financial in Q4 2024 and held it in 2 quarters.
Guardian Partners's Prudential Financial position peaked at $252K in Q4 2024.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Guardian Partners's 13F filing for Q2 2025, filed 7 Aug 2025.