ORG Partners’s Prudential Financial PRU Stock Holding History

ORG Partners’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 Q4	$10.6K	Sell	94 -3	-3%	-$322	﹤0.01%	982
2025 Q3	$10.1K	Buy	97 +25	+35%	+$2.63K	﹤0.01%	971
2025 Q2	$7.85K	Sell	72 -12	-14%	-$1.24K	﹤0.01%	951
2025 Q1	$9.38K	Buy	84 +6	+8%	+$684	﹤0.01%	811
2024 Q4	$9.24K	Buy	+78	New	+$9.63K	﹤0.01%	909
2024 Q3	–	Sell	-1,329	Closed	-$156K	–	1328
2024 Q2	$156K	Buy	+1,329	New	+$153K	0.02%	477

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

ORG Partners's PRU Position: Q4 2025 in Review

ORG Partners reduced its Prudential Financial (PRU) stake by 3.1% in Q4 2025, selling an estimated $322 and leaving 94 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

ORG Partners first reported a position in PRU in Q2 2024 and has held it in 6 quarters since. The position peaked at $156K in Q2 2024. 1,406 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

ORG Partners held 94 shares of Prudential Financial worth $10.6K as of Q4 2025.
ORG Partners sold 3 Prudential Financial shares in Q4 2025, an estimated $322.
Prudential Financial made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #982 holding.
ORG Partners first reported a position in Prudential Financial in Q2 2024 and has held it in 6 quarters since.
ORG Partners's Prudential Financial position peaked at $156K in Q2 2024.
1,406 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.