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Park Square Financial Group’s Prudential Financial PRU Stock Holding History

Park Square Financial 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
Q3 		– Sell
-10
Closed -$1.07K – 778
2025
Q2 		$1.07K Hold
10
– – ﹤0.01% 948
2025
Q1 		$1.12K Hold
10
– – ﹤0.01% 898
2024
Q4 		$1.19K Buy
+10
New +$1.24K ﹤0.01% 885

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Park Square Financial Group's PRU Position: Q3 2025 in Review

Park Square Financial Group sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 10 shares — an estimated $1.07K sold.

Park Square Financial Group first reported a position in PRU in Q4 2024 and held it in 3 quarters. The position peaked at $1.19K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Park Square Financial Group reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 10 Prudential Financial shares in Q3 2025, an estimated $1.07K.
  • Park Square Financial Group first reported a position in Prudential Financial in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Prudential Financial position peaked at $1.19K in Q4 2024.
  • 1,312 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.