Petrus Trust Company’s Prudential Financial PRU Stock Holding History

Petrus Trust Company’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 Q1	–	Sell	-2,080	Closed	-$247K	–	737
2024 Q4	$247K	Buy	+2,080	New	+$257K	0.02%	498
2023 Q3	–	Sell	-5,710	Closed	-$504K	–	701
2023 Q2	$504K	Buy	5,710 +2,654	+87%	+$222K	0.06%	157
2023 Q1	$253K	Buy	3,056 +400	+15%	+$38.2K	0.03%	385
2022 Q4	$264K	Buy	+2,656	New	+$269K	0.03%	323
2020 Q3	–	Sell	-3,580	Closed	-$218K	–	348
2020 Q2	$218K	Buy	+3,580	New	+$210K	0.03%	163
2019 Q4	–	Sell	-2,891	Closed	-$260K	–	343
2019 Q3	$260K	Buy	+2,891	New	+$262K	0.05%	132
2018 Q3	–	Sell	-3,131	Closed	-$293K	–	316
2018 Q2	$293K	Buy	3,131 +971	+45%	+$98.1K	0.06%	130
2018 Q1	$224K	Buy	+2,160	New	+$243K	0.05%	127
2017 Q1	–	Sell	-2,292	Closed	-$239K	–	214
2016 Q4	$239K	Buy	+2,292	New	+$217K	0.06%	133
2016 Q2	–	Sell	-2,813	Closed	-$203K	–	197
2016 Q1	$203K	Buy	+2,813	New	+$196K	0.04%	147

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Petrus Trust Company's PRU Position: Q1 2025 in Review

Petrus Trust Company sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 2,080 shares — an estimated $247K sold.

Petrus Trust Company first reported a position in PRU in Q1 2016 and held it in 10 quarters. The position peaked at $504K in Q2 2023. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

Petrus Trust Company reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
Petrus Trust Company sold 2,080 Prudential Financial shares in Q1 2025, an estimated $247K.
Petrus Trust Company first reported a position in Prudential Financial in Q1 2016 and held it in 10 quarters.
Petrus Trust Company's Prudential Financial position peaked at $504K in Q2 2023.
1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.