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Hopwood Financial Services’s Prudential Financial PRU Stock Holding History

Hopwood 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
2025
Q4 		– Sell
-209
Closed -$21.6K – 239
2025
Q3 		$21.6K Buy
209
+3
+1% +$316 0.01% 212
2025
Q2 		$22.1K Buy
206
+3
+1% +$311 0.02% 196
2025
Q1 		$22.7K Sell
203
-84
-29% -$9.57K 0.02% 198
2024
Q4 		$34K Buy
+287
New +$35.4K 0.03% 172

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Hopwood Financial Services's PRU Position: Q4 2025 in Review

Hopwood Financial Services sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 209 shares — an estimated $21.6K sold.

Hopwood Financial Services first reported a position in PRU in Q4 2024 and held it in 4 quarters. The position peaked at $34K in Q4 2024. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • Hopwood Financial Services reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 209 Prudential Financial shares in Q4 2025, an estimated $21.6K.
  • Hopwood Financial Services first reported a position in Prudential Financial in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Prudential Financial position peaked at $34K in Q4 2024.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.