LA
PRU icon

Legacy Advisors’s Prudential Financial PRU Stock Holding History

Legacy Advisors’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
-2,304
Closed -$257K – 311
2025
Q1 		$257K Sell
2,304
-77
-3% -$8.77K 0.03% 360
2024
Q4 		$282K Buy
2,381
+75
+3% +$9.26K 0.03% 322
2024
Q3 		$279K Buy
2,306
+64
+3% +$7.57K 0.03% 305
2024
Q2 		$263K Buy
2,242
+74
+3% +$8.54K 0.03% 271
2024
Q1 		$255K Buy
2,168
+164
+8% +$17.7K 0.03% 271
2023
Q4 		$208K Buy
+2,004
New +$192K 0.03% 294
2019
Q3 		– Sell
-1,200
Closed -$121K – 277
2019
Q2 		$121K Hold
1,200
– – 0.08% 151
2019
Q1 		$110K Buy
+1,200
New +$111K 0.04% 148
2018
Q4 		– Sell
-1,236
Closed -$125K – 326
2018
Q3 		$125K Hold
1,236
– – 0.06% 167
2018
Q2 		$116K Buy
1,236
+36
+3% +$3.64K 0.09% 127
2018
Q1 		$125K Hold
1,200
– – 0.09% 109
2017
Q4 		$137K Sell
1,200
-26
-2% -$2.92K 0.13% 73
2017
Q3 		$130K Buy
1,226
+26
+2% +$2.78K 0.14% 67
2017
Q2 		$129K Hold
1,200
– – 0.16% 65
2017
Q1 		$128K Hold
1,200
– – 0.17% 55
2016
Q4 		$124K Buy
+1,200
New +$114K 0.17% 60

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
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

Legacy Advisors's PRU Position: Q2 2025 in Review

Legacy Advisors sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 2,304 shares — an estimated $257K sold.

Legacy Advisors first reported a position in PRU in Q4 2016 and held it in 16 quarters. The position peaked at $282K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Legacy Advisors reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 2,304 Prudential Financial shares in Q2 2025, an estimated $257K.
  • Legacy Advisors first reported a position in Prudential Financial in Q4 2016 and held it in 16 quarters.
  • Legacy Advisors's Prudential Financial position peaked at $282K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.