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OneAscent Financial Services’s Prudential Financial PRU Stock Holding History

OneAscent Financial Services’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 		– Sell
-3,704
Closed -$414K – 559
2025
Q1 		$414K Buy
3,704
+1,834
+98% +$209K 0.03% 363
2024
Q4 		$222K Buy
+1,870
New +$231K 0.02% 437

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State Street
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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

OneAscent Financial Services's PRU Position: Q2 2025 in Review

OneAscent Financial Services sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 3,704 shares — an estimated $414K sold.

OneAscent Financial Services first reported a position in PRU in Q4 2024 and held it in 2 quarters. The position peaked at $414K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • OneAscent Financial Services reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 3,704 Prudential Financial shares in Q2 2025, an estimated $414K.
  • OneAscent Financial Services first reported a position in Prudential Financial in Q4 2024 and held it in 2 quarters.
  • OneAscent Financial Services's Prudential Financial position peaked at $414K in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on OneAscent Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.