Orion Capital Management’s Prudential Financial PRU Stock Holding History

Orion Capital Management’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	–	Sell	-5	Closed	-$519	–	556
2025 Q3	$519	Buy	+5	New	+$526	﹤0.01%	536

Other funds holding PRU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Orion Capital Management's PRU Position: Q4 2025 in Review

Orion Capital Management sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 5 shares — an estimated $519 sold.

Orion Capital Management first reported a position in PRU in Q3 2025 and held it in 1 quarter. The position peaked at $519 in Q3 2025. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

Orion Capital Management reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
Orion Capital Management sold 5 Prudential Financial shares in Q4 2025, an estimated $519.
Orion Capital Management first reported a position in Prudential Financial in Q3 2025 and held it in 1 quarter.
Orion Capital Management's Prudential Financial position peaked at $519 in Q3 2025.
1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Orion Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.