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Moloney Securities Asset Management’s Prudential Financial PRU Stock Holding History

Moloney Securities Asset Management’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
-14,322
Closed -$1.7M – 513
2024
Q4 		$1.7M Buy
14,322
+60
+0.4% +$7.41K 0.23% 115
2024
Q3 		$1.73M Buy
14,262
+774
+6% +$91.5K 0.23% 107
2024
Q2 		$1.58M Sell
13,488
-518
-4% -$59.8K 0.23% 103
2024
Q1 		$1.64M Sell
14,006
-1,764
-11% -$190K 0.25% 99
2023
Q4 		$1.64M Sell
15,770
-183
-1% -$17.6K 0.26% 93
2023
Q3 		$1.51M Sell
15,953
-96
-0.6% -$9.08K 0.27% 87
2023
Q2 		$1.42M Buy
16,049
+980
+7% +$82K 0.25% 101
2023
Q1 		$1.25M Buy
15,069
+1,055
+8% +$101K 0.23% 118
2022
Q4 		$1.39M Sell
14,014
-158
-1% -$16K 0.31% 92
2022
Q3 		$1.22M Sell
14,172
-381
-3% -$36.7K 0.29% 89
2022
Q2 		$1.39M Sell
14,553
-85
-0.6% -$9K 0.33% 83
2022
Q1 		$1.73M Sell
14,638
-113
-0.8% -$12.8K 0.34% 80
2021
Q4 		$1.6M Buy
14,751
+1,920
+15% +$209K 0.27% 83
2021
Q3 		$1.35M Buy
12,831
+1,201
+10% +$124K 0.25% 108
2021
Q2 		$1.19M Buy
+11,630
New +$1.19M 0.22% 125

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

Moloney Securities Asset Management's PRU Position: Q1 2025 in Review

Moloney Securities Asset Management sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 14,322 shares — an estimated $1.7M sold.

Moloney Securities Asset Management first reported a position in PRU in Q2 2021 and held it in 15 quarters. The position peaked at $1.73M in Q1 2022. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Moloney Securities Asset Management reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 14,322 Prudential Financial shares in Q1 2025, an estimated $1.7M.
  • Moloney Securities Asset Management first reported a position in Prudential Financial in Q2 2021 and held it in 15 quarters.
  • Moloney Securities Asset Management's Prudential Financial position peaked at $1.73M in Q1 2022.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Moloney Securities Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.