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Passumpsic Savings Bank’s Prudential Financial PRU Stock Holding History

Passumpsic Savings Bank’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 		$787K Buy
+6,976
New +$748K 0.43% 52
2024
Q4 		$900K Sell
7,594
-346
-4% -$42.7K 0.56% 49
2024
Q3 		$962K Sell
7,940
-79
-1% -$9.34K 0.63% 46
2024
Q2 		$940K Sell
8,019
-7,285
-48% -$841K 0.67% 44
2024
Q1 		$1.8M Buy
+15,304
New +$1.65M 1.15% 36

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 $3.37T AUM 44.26% 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

Passumpsic Savings Bank's PRU Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Prudential Financial (PRU) in Q4 2025: 6,976 shares worth $787K. The stake represents 0.43% of the portfolio and ranks #52 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in PRU as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in PRU in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.8M in Q1 2024. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • Passumpsic Savings Bank held 6,976 shares of Prudential Financial worth $787K as of Q4 2025.
  • Prudential Financial was a new Passumpsic Savings Bank position in Q4 2025.
  • Prudential Financial made up 0.43% of Passumpsic Savings Bank's portfolio in Q4 2025, its #52 holding.
  • Passumpsic Savings Bank first reported a position in Prudential Financial in Q1 2024 and has held it in 5 quarters since.
  • Passumpsic Savings Bank's Prudential Financial position peaked at $1.8M in Q1 2024.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.