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Optimum Investment Advisors’s Prudential Financial PRU Stock Holding History

Optimum 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 		$70K Hold
675
– – 0.03% 302
2025
Q2 		$72.5K Hold
675
– – 0.03% 295
2025
Q1 		$75.4K Hold
675
– – 0.04% 283
2024
Q4 		$80K Hold
675
– – 0.04% 284
2024
Q3 		$81.7K Sell
675
-450
-40% -$53.2K 0.04% 299
2024
Q2 		$132K Hold
1,125
– – 0.06% 228
2024
Q1 		$132K Hold
1,125
– – 0.06% 233
2023
Q4 		$117K Hold
1,125
– – 0.06% 240
2023
Q3 		$107K Hold
1,125
– – 0.05% 255
2023
Q2 		$99.2K Hold
1,125
– – 0.05% 272
2023
Q1 		$93.1K Sell
1,125
-100
-8% -$9.54K 0.05% 277
2022
Q4 		$122K Hold
1,225
– – 0.07% 237
2022
Q3 		$105K Hold
1,225
– – 0.06% 266
2022
Q2 		$117K Sell
1,225
-100
-8% -$10.6K 0.06% 261
2022
Q1 		$157K Sell
1,325
-100
-7% -$11.4K 0.07% 248
2021
Q4 		$154K Buy
1,425
+100
+8% +$10.9K 0.06% 272
2021
Q3 		$139K Sell
1,325
-200
-13% -$20.6K 0.06% 285
2021
Q2 		$156K Hold
1,525
– – 0.05% 306
2021
Q1 		$139K Buy
1,525
+925
+154% +$79.2K 0.04% 324
2020
Q4 		$47K Buy
+600
New +$43.4K 0.01% 487
2019
Q3 		– Sell
-179
Closed -$18K – 1019
2019
Q2 		$18K Buy
179
+2
+1% +$199 0.01% 700
2019
Q1 		$16K Buy
177
+2
+1% +$184 0.01% 732
2018
Q4 		$14K Buy
+175
New +$16.1K ﹤0.01% 712
2015
Q1 		$18K Buy
+218
New +$17.7K 0.01% 712
2014
Q1 		– Sell
-200
Closed -$18K – 771
2013
Q4 		$18K Buy
+200
New +$17.1K 0.01% 537

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
Goldman Sachs
Goldman Sachs New York $871B 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 $1.02T AUM 30.18% 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

Optimum Investment Advisors's PRU Position: Q3 2025 in Review

Optimum Investment Advisors held its Prudential Financial (PRU) position steady in Q3 2025 at 675 shares worth $70K. The position accounts for 0.03% of the portfolio, ranked #302.

Optimum Investment Advisors first reported a position in PRU in Q4 2013 and has held it in 25 quarters since. The position peaked at $157K in Q1 2022. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Optimum Investment Advisors held 675 shares of Prudential Financial worth $70K as of Q3 2025.
  • Optimum Investment Advisors left its Prudential Financial share count unchanged in Q3 2025.
  • Prudential Financial made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #302 holding.
  • Optimum Investment Advisors first reported a position in Prudential Financial in Q4 2013 and has held it in 25 quarters since.
  • Optimum Investment Advisors's Prudential Financial position peaked at $157K in Q1 2022.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.