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HBC Financial Services’s Prudential Financial PRU Stock Holding History

HBC Financial Services’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
2024
Q4 		$18K Buy
154
+2
+1% +$247 0.01% 99
2024
Q3 		$19K Buy
152
+1
+0.7% +$118 0.01% 102
2024
Q2 		$18K Buy
151
+2
+1% +$231 0.01% 98
2024
Q1 		$16K Buy
+149
New +$16.1K 0.01% 98
2021
Q3 		– Sell
-500
Closed -$49K – 188
2021
Q2 		$49K Hold
500
– – 0.03% 64
2021
Q1 		$48.7K Hold
500
– – 0.03% 63
2020
Q4 		$41K Hold
500
– – 0.03% 74
2020
Q3 		$32K Buy
+500
New +$32.9K 0.03% 83

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HBC Financial Services's PRU Position: Q4 2024 in Review

HBC Financial Services increased its Prudential Financial (PRU) stake by 1.3% in Q4 2024, buying an estimated $247 and bringing the position to 154 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #99.

HBC Financial Services first reported a position in PRU in Q3 2020 and has held it in 8 quarters since. The position peaked at $49K in Q2 2021. 1,375 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • HBC Financial Services held 154 shares of Prudential Financial worth $18K as of Q4 2024.
  • HBC Financial Services bought 2 Prudential Financial shares in Q4 2024, an estimated $247.
  • Prudential Financial made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #99 holding.
  • HBC Financial Services first reported a position in Prudential Financial in Q3 2020 and has held it in 8 quarters since.
  • HBC Financial Services's Prudential Financial position peaked at $49K in Q2 2021.
  • 1,375 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.