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Lindbrook Capital’s Prudential Financial PRU Stock Holding History

Lindbrook Capital’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 		$208K Sell
1,861
-47
-2% -$5.36K 0.02% 406
2024
Q4 		$226K Sell
1,908
-72
-4% -$8.89K 0.02% 366
2024
Q3 		$240K Sell
1,980
-106
-5% -$12.5K 0.02% 353
2024
Q2 		$244K Buy
2,086
+951
+84% +$110K 0.02% 323
2024
Q1 		$133K Sell
1,135
-289
-20% -$31.1K 0.01% 458
2023
Q4 		$148K Buy
1,424
+290
+26% +$27.8K 0.01% 413
2023
Q3 		$108K Buy
1,134
+313
+38% +$29.6K 0.01% 446
2023
Q2 		$72.4K Sell
821
-56
-6% -$4.68K 0.01% 584
2023
Q1 		$72.6K Sell
877
-12
-1% -$1.15K 0.01% 571
2022
Q4 		$88.4K Sell
889
-30
-3% -$3.04K 0.01% 520
2022
Q3 		$79K Buy
919
+175
+24% +$16.8K 0.01% 507
2022
Q2 		$71K Sell
744
-177
-19% -$18.7K 0.01% 541
2022
Q1 		$109K Buy
921
+184
+25% +$20.9K 0.02% 440
2021
Q4 		$80K Buy
737
+219
+42% +$23.8K 0.01% 564
2021
Q3 		$54K Hold
518
– – 0.01% 418
2021
Q2 		$53K Buy
518
+6
+1% +$613 0.01% 459
2021
Q1 		$47K Buy
512
+104
+25% +$8.9K 0.01% 468
2020
Q4 		$32K Buy
408
+15
+4% +$1.08K 0.01% 543
2020
Q3 		$25K Hold
393
– – 0.01% 548
2020
Q2 		$24K Buy
393
+35
+10% +$2.06K 0.01% 556
2020
Q1 		$19K Sell
358
-900
-72% -$71.5K 0.01% 561
2019
Q4 		$118K Buy
1,258
+48
+4% +$4.41K 0.04% 218
2019
Q3 		$109K Buy
1,210
+80
+7% +$7.25K 0.04% 221
2019
Q2 		$114K Buy
1,130
+26
+2% +$2.59K 0.04% 209
2019
Q1 		$101K Hold
1,104
– – 0.04% 225
2018
Q4 		$90K Buy
+1,104
New +$102K 0.04% 217

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 $1.61T 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

Lindbrook Capital's PRU Position: Q1 2025 in Review

Lindbrook Capital reduced its Prudential Financial (PRU) stake by 2.5% in Q1 2025, selling an estimated $5.36K and leaving 1,861 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #406.

Lindbrook Capital first reported a position in PRU in Q4 2018 and has held it in 26 quarters since. The position peaked at $244K in Q2 2024. 1,335 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Lindbrook Capital held 1,861 shares of Prudential Financial worth $208K as of Q1 2025.
  • Lindbrook Capital sold 47 Prudential Financial shares in Q1 2025, an estimated $5.36K.
  • Prudential Financial made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #406 holding.
  • Lindbrook Capital first reported a position in Prudential Financial in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Prudential Financial position peaked at $244K in Q2 2024.
  • 1,335 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.