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Hofer & Associates’s Prudential Financial PRU Stock Holding History

Hofer & Associates’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
-1,889
Closed -$211K – 60
2025
Q1 		$211K Buy
1,889
+41
+2% +$4.67K 0.14% 56
2024
Q4 		$219K Buy
1,848
+22
+1% +$2.72K 0.15% 57
2024
Q3 		$221K Buy
1,826
+57
+3% +$6.74K 0.15% 58
2024
Q2 		$207K Buy
1,769
+6
+0.3% +$692 0.16% 55
2024
Q1 		$207K Buy
+1,763
New +$190K 0.17% 55

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hofer & Associates's PRU Position: Q2 2025 in Review

Hofer & Associates sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 1,889 shares — an estimated $211K sold.

Hofer & Associates first reported a position in PRU in Q1 2024 and held it in 5 quarters. The position peaked at $221K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Hofer & Associates reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Hofer & Associates sold 1,889 Prudential Financial shares in Q2 2025, an estimated $211K.
  • Hofer & Associates first reported a position in Prudential Financial in Q1 2024 and held it in 5 quarters.
  • Hofer & Associates's Prudential Financial position peaked at $221K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Hofer & Associates's 13F filing for Q2 2025, filed 15 Jul 2025.