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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 1.18% 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 $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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Mount Yale Investment Advisors's PRU Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 474 shares — an estimated $50.9K sold.

Mount Yale Investment Advisors first reported a position in PRU in Q1 2018 and held it in 7 quarters. The position peaked at $7.44M in Q3 2018. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 474 Prudential Financial shares in Q3 2025, an estimated $50.9K.
  • Mount Yale Investment Advisors first reported a position in Prudential Financial in Q1 2018 and held it in 7 quarters.
  • Mount Yale Investment Advisors's Prudential Financial position peaked at $7.44M in Q3 2018.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.