Perritt Capital Management’s Prudential Financial PRU Stock Holding History

Perritt 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	-4,613	Closed	-$479K	–	234
2025 Q3	$479K	Buy	4,613 +1	+0%	+$105	0.23%	93
2025 Q2	$496K	Sell	4,612 -80	-2%	-$8.29K	0.26%	87
2025 Q1	$524K	Sell	4,692 -650	-12%	-$74.1K	0.29%	77
2024 Q4	$633K	Buy	5,342 +18	+0.3%	+$2.22K	0.33%	67
2024 Q3	$645K	Sell	5,324 -62	-1%	-$7.33K	0.33%	59
2024 Q2	$631K	Buy	5,386 +199	+4%	+$23K	0.34%	60
2024 Q1	$609K	Sell	5,187 -91	-2%	-$9.81K	0.33%	65
2023 Q4	$547K	Sell	5,278 -2,074	-28%	-$199K	0.31%	72
2023 Q3	$698K	Hold	7,352	–	–	0.4%	57
2023 Q2	$649K	Buy	7,352 +1,850	+34%	+$155K	0.35%	70
2023 Q1	$455K	Sell	5,502 -80	-1%	-$7.63K	0.25%	98
2022 Q4	$555K	Buy	5,582 +90	+2%	+$9.12K	0.32%	81
2022 Q3	$471K	Buy	5,492 +107	+2%	+$10.3K	0.3%	86
2022 Q2	$515K	Hold	5,385	–	–	0.31%	86
2022 Q1	$636K	Buy	5,385 +345	+7%	+$39.2K	0.34%	82
2021 Q4	$546K	Buy	5,040 +83	+2%	+$9.01K	0.28%	93
2021 Q3	$521K	Buy	4,957 +75	+2%	+$7.73K	0.29%	97
2021 Q2	$500K	Buy	4,882 +707	+17%	+$72.2K	0.26%	110
2021 Q1	$380K	Buy	+4,175	New	+$357K	0.21%	127
2020 Q1	–	Sell	-4,509	Closed	-$423K	–	207
2019 Q4	$423K	Hold	4,509	–	–	0.2%	128
2019 Q3	$406K	Sell	4,509 -12	-0.3%	-$1.09K	0.17%	150
2019 Q2	$457K	Sell	4,521 -13	-0.3%	-$1.3K	0.18%	153
2019 Q1	$417K	Sell	4,534 -27	-0.6%	-$2.49K	0.16%	157
2018 Q4	$372K	Hold	4,561	–	–	0.14%	167
2018 Q3	$462K	Sell	4,561 -150	-3%	-$14.8K	0.14%	164
2018 Q2	$441K	Sell	4,711 -25	-0.5%	-$2.53K	0.13%	172
2018 Q1	$473K	Sell	4,736 -63	-1%	-$7.1K	0.14%	165
2017 Q4	$552K	Sell	4,799 -400	-8%	-$44.9K	0.15%	163
2017 Q3	$553K	Sell	5,199 -50	-1%	-$5.34K	0.15%	167
2017 Q2	$568K	Sell	5,249 -100	-2%	-$10.6K	0.15%	159
2017 Q1	$571K	Sell	5,349 -10	-0.2%	-$1.08K	0.15%	149
2016 Q4	$558K	Sell	5,359 -225	-4%	-$21.3K	0.14%	140
2016 Q3	$456K	Sell	5,584 -35	-0.6%	-$2.69K	0.11%	173
2016 Q2	$401K	Hold	5,619	–	–	0.11%	181
2016 Q1	$406K	Buy	5,619 +14	+0.2%	+$976	0.1%	181
2015 Q4	$456K	Hold	5,605	–	–	0.1%	180
2015 Q3	$427K	Sell	5,605 -15	-0.3%	-$1.26K	0.09%	191
2015 Q2	$492K	Hold	5,620	–	–	0.09%	195
2015 Q1	$451K	Sell	5,620 -73	-1%	-$5.91K	0.08%	212
2014 Q4	$515K	Sell	5,693 -50	-0.9%	-$4.3K	0.09%	186
2014 Q3	$505K	Sell	5,743 -25	-0.4%	-$2.23K	0.09%	200
2014 Q2	$512K	Sell	5,768 -500	-8%	-$42K	0.09%	221
2014 Q1	$531K	Sell	6,268 -12	-0.2%	-$1.03K	0.09%	228
2013 Q4	$579K	Sell	6,280 -35	-0.6%	-$2.99K	0.1%	196
2013 Q3	$492K	Hold	6,315	–	–	0.1%	185
2013 Q2	$461K	Buy	+6,315	New	+$409K	0.1%	173

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

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

Perritt Capital Management sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 4,613 shares — an estimated $479K sold.

Perritt Capital Management first reported a position in PRU in Q2 2013 and held it in 46 quarters. The position peaked at $698K in Q3 2023. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

Perritt Capital Management reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 4,613 Prudential Financial shares in Q4 2025, an estimated $479K.
Perritt Capital Management first reported a position in Prudential Financial in Q2 2013 and held it in 46 quarters.
Perritt Capital Management's Prudential Financial position peaked at $698K in Q3 2023.
1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.