KW
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KWB Wealth’s Prudential Financial PRU Stock Holding History

KWB Wealth’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
Q4 		– Sell
-2,103
Closed -$226K – 186
2025
Q3 		$226K Sell
2,103
-532
-20% -$56K 0.03% 140
2025
Q2 		$294K Sell
2,635
-2,001
-43% -$207K 0.04% 124
2025
Q1 		$550K Buy
4,636
+13
+0.3% +$1.48K 0.07% 90
2024
Q4 		$560K Buy
4,623
+1,267
+38% +$156K 0.07% 82
2024
Q3 		$393K Sell
3,356
-1,611
-32% -$190K 0.05% 95
2024
Q2 		$583K Sell
4,967
-91
-2% -$10.5K 0.08% 76
2024
Q1 		$594K Sell
5,058
-760
-13% -$81.9K 0.08% 76
2023
Q4 		$603K Sell
5,818
-33
-0.6% -$3.17K 0.09% 73
2023
Q3 		$516K Buy
5,851
+31
+0.5% +$2.93K 0.08% 69
2023
Q2 		$513K Buy
5,820
+195
+3% +$16.3K 0.08% 71
2023
Q1 		$560K Buy
5,625
+345
+7% +$32.9K 0.1% 66
2022
Q4 		$525K Buy
5,280
+1,487
+39% +$151K 0.1% 65
2022
Q3 		$325K Buy
3,793
+246
+7% +$23.7K 0.06% 80
2022
Q2 		$339K Buy
3,547
+746
+27% +$79K 0.07% 80
2022
Q1 		$303K Hold
2,801
– – 0.05% 74
2021
Q4 		$303K Buy
+2,801
New +$304K 0.05% 74

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

KWB Wealth's PRU Position: Q4 2025 in Review

KWB Wealth sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 2,103 shares — an estimated $226K sold.

KWB Wealth first reported a position in PRU in Q4 2021 and held it in 16 quarters. The position peaked at $603K in Q4 2023. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • KWB Wealth reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
  • KWB Wealth sold 2,103 Prudential Financial shares in Q4 2025, an estimated $226K.
  • KWB Wealth first reported a position in Prudential Financial in Q4 2021 and held it in 16 quarters.
  • KWB Wealth's Prudential Financial position peaked at $603K in Q4 2023.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.