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Parkworth Wealth Management’s Prudential Financial PRU Stock Holding History

Parkworth Wealth 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
Q2 		$967 Buy
9
+3
+50% +$311 ﹤0.01% 425
2025
Q1 		$670 Sell
6
-83
-93% -$9.46K ﹤0.01% 347
2024
Q4 		$10.6K Buy
+89
New +$11K 0.01% 138

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
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

Parkworth Wealth Management's PRU Position: Q2 2025 in Review

Parkworth Wealth Management increased its Prudential Financial (PRU) stake by 50% in Q2 2025, buying an estimated $311 and bringing the position to 9 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Parkworth Wealth Management first reported a position in PRU in Q4 2024 and has held it in 3 quarters since. The position peaked at $10.6K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of Prudential Financial worth $967 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Prudential Financial shares in Q2 2025, an estimated $311.
  • Prudential Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #425 holding.
  • Parkworth Wealth Management first reported a position in Prudential Financial in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Prudential Financial position peaked at $10.6K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.