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Peterson Financial Group’s Prudential Financial PRU Stock Holding History

Peterson 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
2024
Q3 		$8.02K Buy
+66
New +$7.8K 0.03% 236

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peterson Financial Group's PRU Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Prudential Financial (PRU) in Q3 2024: 66 shares worth $8.02K. The stake represents 0.03% of the portfolio and ranks #236 among its holdings.

1,300 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Peterson Financial Group held 66 shares of Prudential Financial worth $8.02K as of Q3 2024.
  • Prudential Financial was a new Peterson Financial Group position in Q3 2024.
  • Prudential Financial made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #236 holding.
  • 1,300 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.