JA
PRS

JLB & Associates’s Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 PRS Stock Holding History

JLB & Associates’s Portfolio PRS Stock Details PRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,042
Closed -$210K – 75
2025
Q1 		$210K Hold
9,042
– – 0.03% 73
2024
Q4 		$210K Hold
9,042
– – 0.03% 77
2024
Q3 		$226K Hold
9,042
– – 0.03% 78
2024
Q2 		$222K Hold
9,042
– – 0.03% 79
2024
Q1 		$226K Buy
+9,042
New +$226K 0.03% 76
2023
Q4 		– Sell
-9,042
Closed -$217K – 77
2023
Q3 		$217K Buy
+9,042
New +$218K 0.03% 75
2023
Q1 		– Sell
-9,042
Closed -$221K – 75
2022
Q4 		$221K Buy
+9,042
New +$215K 0.04% 73
2022
Q2 		– Sell
-9,042
Closed -$236K – 75
2022
Q1 		$236K Buy
+9,042
New +$235K 0.04% 74

Other funds holding PRS

AAM
AR Asset Management West Hollywood, California $546M AUM 24.08% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

JLB & Associates's PRS Position: Q2 2025 in Review

JLB & Associates sold out of Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 (PRS) in Q2 2025, closing a stake of 9,042 shares — an estimated $210K sold.

JLB & Associates first reported a position in PRS in Q1 2022 and held it in 8 quarters. The position peaked at $236K in Q1 2022. 3 funds tracked by Wall St. Rank hold PRS as of Q2 2025.

  • JLB & Associates reported no remaining Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 position as of Q2 2025 after selling out during the quarter.
  • JLB & Associates sold 9,042 Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 shares in Q2 2025, an estimated $210K.
  • JLB & Associates first reported a position in Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 in Q1 2022 and held it in 8 quarters.
  • JLB & Associates's Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 position peaked at $236K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 as of Q2 2025.

Based on JLB & Associates's 13F filing for Q2 2025, filed 17 Jul 2025.