Oliver Lagore Vanvalin Investment Group’s Prudential Financial PRU Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$18.9K	Buy	+169	New	+$17.5K	0.01%	352
2024 Q4	$20K	Hold	169	–	–	0.01%	361
2024 Q3	$20.5K	Sell	169 -253	-60%	-$29.9K	0.01%	342
2024 Q2	$49.5K	Buy	422 +262	+164%	+$30.2K	0.01%	239
2024 Q1	$18.8K	Hold	160	–	–	0.01%	349
2023 Q4	$16.6K	Hold	160	–	–	0.01%	340
2023 Q3	$15.2K	Hold	160	–	–	0.01%	377
2023 Q2	$14.1K	Sell	160 -190	-54%	-$15.9K	0.01%	411
2023 Q1	$29K	Hold	350	–	–	0.01%	247
2022 Q4	$34.8K	Hold	350	–	–	0.02%	214
2022 Q3	$30K	Hold	350	–	–	0.02%	216
2022 Q2	$33K	Hold	350	–	–	0.02%	217
2022 Q1	$41K	Buy	+350	New	+$39.8K	0.03%	189

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PRU Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Prudential Financial (PRU) in Q2 2025: 169 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PRU as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PRU in Q1 2022 and has held it in 13 quarters since. The position peaked at $49.5K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 169 shares of Prudential Financial worth $18.9K as of Q2 2025.
Prudential Financial was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Prudential Financial made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #352 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Prudential Financial in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Prudential Financial position peaked at $49.5K in Q2 2024.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.