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My Legacy Advisors’s Prudential Financial PRU Stock Holding History

My Legacy 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 		$310K Buy
+2,893
New +$300K 0.11% 171

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

My Legacy Advisors's PRU Position: Q2 2025 in Review

My Legacy Advisors opened a new position in Prudential Financial (PRU) in Q2 2025: 2,893 shares worth $310K. The stake represents 0.11% of the portfolio and ranks #171 among its holdings.

1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • My Legacy Advisors held 2,893 shares of Prudential Financial worth $310K as of Q2 2025.
  • Prudential Financial was a new My Legacy Advisors position in Q2 2025.
  • Prudential Financial made up 0.11% of My Legacy Advisors's portfolio in Q2 2025, its #171 holding.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.