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Legend Financial Advisors’s Prudential Financial PRU Stock Holding History

Legend Financial 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
Q1 		– Sell
-33
Closed -$3.91K – 194
2024
Q4 		$3.91K Buy
+33
New +$4.07K ﹤0.01% 170
2024
Q3 		– Sell
-33
Closed -$3.87K – 247
2024
Q2 		$3.87K Sell
33
-17
-34% -$1.96K ﹤0.01% 201
2024
Q1 		$5.87K Hold
50
– – ﹤0.01% 153
2023
Q4 		$5.19K Hold
50
– – ﹤0.01% 149
2023
Q3 		$4.75K Hold
50
– – ﹤0.01% 161
2023
Q2 		$4.41K Hold
50
– – ﹤0.01% 183
2023
Q1 		$4.14K Hold
50
– – ﹤0.01% 193
2022
Q4 		$4.97K Hold
50
– – ﹤0.01% 201
2022
Q3 		$4.29K Buy
+50
New +$4.81K ﹤0.01% 186

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legend Financial Advisors's PRU Position: Q1 2025 in Review

Legend Financial Advisors sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 33 shares — an estimated $3.91K sold.

Legend Financial Advisors first reported a position in PRU in Q3 2022 and held it in 9 quarters. The position peaked at $5.87K in Q1 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Legend Financial Advisors reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 33 Prudential Financial shares in Q1 2025, an estimated $3.91K.
  • Legend Financial Advisors first reported a position in Prudential Financial in Q3 2022 and held it in 9 quarters.
  • Legend Financial Advisors's Prudential Financial position peaked at $5.87K in Q1 2024.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.