MYIA
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Mount Yale Investment Advisors’s Prudential Financial PRU Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-474
Closed -$50.9K – 1371
2025
Q2 		$50.9K Buy
+474
New +$49.1K ﹤0.01% 811
2019
Q3 		– Sell
-76,487
Closed -$6.51M – 328
2019
Q2 		$6.51M Sell
76,487
-627
-0.8% -$62.5K 1.2% 25
2019
Q1 		$7.08M Buy
77,114
+1,234
+2% +$114K 1.33% 21
2018
Q4 		$6.94M Buy
75,880
+1,951
+3% +$180K 1.41% 19
2018
Q3 		$7.44M Buy
73,929
+7,009
+10% +$691K 1.3% 18
2018
Q2 		$6.26M Buy
66,920
+7,812
+13% +$789K 1.19% 24
2018
Q1 		$6.12M Buy
+59,108
New +$6.66M 1.31% 22

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return