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Jamison Private Wealth Management’s Prudential Financial PRU Stock Holding History

Jamison Private Wealth Management’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
-2,538
Closed -$301K – 204
2024
Q4 		$301K Hold
2,538
– – 0.04% 177
2024
Q3 		$307K Hold
2,538
– – 0.05% 163
2024
Q2 		$297K Sell
2,538
-5
-0.2% -$577 0.05% 152
2024
Q1 		$299K Buy
2,543
+2,413
+1,856% +$260K 0.05% 153
2023
Q4 		$13.5K Hold
130
– – ﹤0.01% 291
2023
Q3 		$12.3K Buy
+130
New +$12.3K ﹤0.01% 287

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

Jamison Private Wealth Management's PRU Position: Q1 2025 in Review

Jamison Private Wealth Management sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 2,538 shares — an estimated $301K sold.

Jamison Private Wealth Management first reported a position in PRU in Q3 2023 and held it in 6 quarters. The position peaked at $307K in Q3 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Jamison Private Wealth Management reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,538 Prudential Financial shares in Q1 2025, an estimated $301K.
  • Jamison Private Wealth Management first reported a position in Prudential Financial in Q3 2023 and held it in 6 quarters.
  • Jamison Private Wealth Management's Prudential Financial position peaked at $307K in Q3 2024.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Jamison Private Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.