Klingman & Associates’s Prudential Financial PRU Stock Holding History

Klingman & Associates’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 Q3	–	Sell	-1,932	Closed	-$208K	–	333
2025 Q2	$208K	Buy	+1,932	New	+$200K	0.01%	296
2025 Q1	–	Sell	-2,622	Closed	-$311K	–	269
2024 Q4	$311K	Hold	2,622	–	–	0.02%	202
2024 Q3	$318K	Buy	+2,622	New	+$310K	0.02%	208
2016 Q4	–	Sell	-175	Closed	-$14K	–	262
2016 Q3	$14K	Hold	175	–	–	﹤0.01%	279
2016 Q2	$12K	Hold	175	–	–	﹤0.01%	295
2016 Q1	$13K	Hold	175	–	–	﹤0.01%	288
2015 Q4	$14K	Hold	175	–	–	0.01%	289
2015 Q3	$13K	Hold	175	–	–	0.01%	292
2015 Q2	$15K	Hold	175	–	–	0.01%	278
2015 Q1	$14K	Hold	175	–	–	0.01%	261
2014 Q4	$14K	Buy	+175	New	+$15K	0.01%	266

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Klingman & Associates's PRU Position: Q3 2025 in Review

Klingman & Associates sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 1,932 shares — an estimated $208K sold.

Klingman & Associates first reported a position in PRU in Q4 2014 and held it in 11 quarters. The position peaked at $318K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

Klingman & Associates reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
Klingman & Associates sold 1,932 Prudential Financial shares in Q3 2025, an estimated $208K.
Klingman & Associates first reported a position in Prudential Financial in Q4 2014 and held it in 11 quarters.
Klingman & Associates's Prudential Financial position peaked at $318K in Q3 2024.
1,312 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.