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Marcum Wealth’s Prudential Financial PRU Stock Holding History

Marcum 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
Q1 		$310K Sell
2,778
-40
-1% -$4.56K 0.03% 273
2024
Q4 		$334K Buy
2,818
+22
+0.8% +$2.72K 0.03% 263
2024
Q3 		$339K Buy
2,796
+13
+0.5% +$1.54K 0.03% 258
2024
Q2 		$326K Sell
2,783
-221
-7% -$25.5K 0.03% 255
2024
Q1 		$353K Buy
3,004
+32
+1% +$3.45K 0.04% 241
2023
Q4 		$308K Sell
2,972
-163
-5% -$15.6K 0.03% 249
2023
Q3 		$298K Buy
3,135
+124
+4% +$11.7K 0.04% 244
2023
Q2 		$266K Sell
3,011
-174
-5% -$14.6K 0.03% 272
2023
Q1 		$264K Buy
3,185
+34
+1% +$3.25K 0.03% 267
2022
Q4 		$313K Buy
3,151
+66
+2% +$6.68K 0.04% 234
2022
Q3 		$265K Buy
3,085
+141
+5% +$13.6K 0.04% 257
2022
Q2 		$282K Buy
2,944
+168
+6% +$17.8K 0.04% 246
2022
Q1 		$328K Buy
2,776
+26
+0.9% +$2.96K 0.05% 232
2021
Q4 		$298K Buy
2,750
+80
+3% +$8.69K 0.04% 256
2021
Q3 		$281K Buy
2,670
+118
+5% +$12.2K 0.04% 251
2021
Q2 		$262K Buy
2,552
+19
+0.8% +$1.94K 0.04% 237
2021
Q1 		$231K Buy
+2,533
New +$217K 0.04% 258
2020
Q2 		– Sell
-5,641
Closed -$294K – 122
2020
Q1 		$294K Buy
+5,641
New +$448K 0.11% 64

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

Marcum Wealth's PRU Position: Q1 2025 in Review

Marcum Wealth reduced its Prudential Financial (PRU) stake by 1.4% in Q1 2025, selling an estimated $4.56K and leaving 2,778 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #273.

Marcum Wealth first reported a position in PRU in Q1 2020 and has held it in 18 quarters since. The position peaked at $353K in Q1 2024. 1,335 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Marcum Wealth held 2,778 shares of Prudential Financial worth $310K as of Q1 2025.
  • Marcum Wealth sold 40 Prudential Financial shares in Q1 2025, an estimated $4.56K.
  • Prudential Financial made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #273 holding.
  • Marcum Wealth first reported a position in Prudential Financial in Q1 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Prudential Financial position peaked at $353K in Q1 2024.
  • 1,335 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.