Iconiq Capital’s Prudential Financial PRU Stock Holding History

Iconiq Capital’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 Q1	–	Sell	-2,894	Closed	-$343K	–	410
2024 Q4	$343K	Buy	+2,894	New	+$357K	0.01%	209

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

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

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

Iconiq Capital's PRU Position: Q1 2025 in Review

Iconiq Capital sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 2,894 shares — an estimated $343K sold.

Iconiq Capital first reported a position in PRU in Q4 2024 and held it in 1 quarter. The position peaked at $343K in Q4 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

Iconiq Capital reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
Iconiq Capital sold 2,894 Prudential Financial shares in Q1 2025, an estimated $343K.
Iconiq Capital first reported a position in Prudential Financial in Q4 2024 and held it in 1 quarter.
Iconiq Capital's Prudential Financial position peaked at $343K in Q4 2024.
1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Iconiq Capital's 13F filing for Q1 2025, filed 14 May 2025.