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McClarren Financial Advisors’s Prudential Financial PRU Stock Holding History

McClarren 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
Q2 		– Sell
-674
Closed -$72K – 241
2025
Q1 		$72K Buy
+674
New +$76.8K 0.05% 120
2024
Q4 		– Sell
-671
Closed -$55 – 285
2024
Q3 		$55 Buy
671
+320
+91% +$37.8K 0.01% 117
2024
Q2 		$73K Sell
351
-287
-45% -$33.1K 0.05% 121
2024
Q1 		$75K Buy
638
+88
+16% +$9.48K 0.05% 116
2023
Q4 		$57K Buy
550
+7
+1% +$671 0.04% 147
2023
Q3 		$51K Hold
543
– – 0.04% 143
2023
Q2 		$47K Buy
543
+27
+5% +$2.26K 0.04% 156
2023
Q1 		$41K Buy
516
+7
+1% +$668 0.04% 158
2022
Q4 		$50K Sell
509
-12
-2% -$1.22K 0.05% 147
2022
Q3 		$44K Buy
+521
New +$50.2K 0.04% 141
2022
Q2 		– Sell
-490
Closed -$57K – 206
2022
Q1 		$57K Buy
490
+4
+0.8% +$455 0.04% 117
2021
Q4 		$53K Buy
486
+6
+1% +$652 0.04% 131
2021
Q3 		$50K Buy
480
+6
+1% +$618 0.04% 113
2021
Q2 		$48K Buy
474
+4
+0.9% +$409 0.04% 117
2021
Q1 		$43K Buy
470
+6
+1% +$514 0.04% 117
2020
Q4 		$36K Buy
+464
New +$33.5K 0.03% 117

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

McClarren Financial Advisors's PRU Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 674 shares — an estimated $72K sold.

McClarren Financial Advisors first reported a position in PRU in Q4 2020 and held it in 16 quarters. The position peaked at $75K in Q1 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 674 Prudential Financial shares in Q2 2025, an estimated $72K.
  • McClarren Financial Advisors first reported a position in Prudential Financial in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Prudential Financial position peaked at $75K in Q1 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

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