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Keystone Financial Group (Georgia)’s Prudential Financial PRU Stock Holding History

Keystone Financial Group (Georgia)’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
-30
Closed -$3.06K – 158
2025
Q1 		$3.06K Hold
30
– – ﹤0.01% 132
2024
Q4 		$3.56K Buy
+30
New +$3.7K ﹤0.01% 135

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State Street
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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

Keystone Financial Group (Georgia)'s PRU Position: Q2 2025 in Review

Keystone Financial Group (Georgia) sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 30 shares — an estimated $3.06K sold.

Keystone Financial Group (Georgia) first reported a position in PRU in Q4 2024 and held it in 2 quarters. The position peaked at $3.56K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Keystone Financial Group (Georgia) reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 30 Prudential Financial shares in Q2 2025, an estimated $3.06K.
  • Keystone Financial Group (Georgia) first reported a position in Prudential Financial in Q4 2024 and held it in 2 quarters.
  • Keystone Financial Group (Georgia)'s Prudential Financial position peaked at $3.56K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2025, filed 21 Jul 2025.