PFG Private Wealth Management’s Prudential Financial PRU Stock Holding History

PFG Private 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	–	Sell	-29	Closed	-$3.24K	–	195
2025 Q1	$3.24K	Hold	29	–	–	﹤0.01%	200
2024 Q4	$3.44K	Hold	29	–	–	﹤0.01%	175
2024 Q3	$3.51K	Hold	29	–	–	﹤0.01%	178
2024 Q2	$3.4K	Hold	29	–	–	﹤0.01%	175
2024 Q1	$3.4K	Sell	29 -781	-96%	-$84.2K	﹤0.01%	167
2023 Q4	$84K	Buy	810 +441	+120%	+$42.3K	0.06%	76
2023 Q3	$35K	Sell	369 -1,425	-79%	-$135K	0.03%	115
2023 Q2	$158K	Buy	1,794 +111	+7%	+$9.29K	0.09%	66
2023 Q1	$139K	Buy	1,683 +80	+5%	+$7.63K	0.09%	69
2022 Q4	$159K	Buy	1,603 +581	+57%	+$58.8K	0.1%	63
2022 Q3	$88K	Sell	1,022 -7	-0.7%	-$674	0.06%	86
2022 Q2	$98K	Buy	1,029 +26	+3%	+$2.75K	0.06%	103
2022 Q1	$119K	Buy	+1,003	New	+$114K	0.06%	82

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

PFG Private Wealth Management's PRU Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 29 shares — an estimated $3.24K sold.

PFG Private Wealth Management first reported a position in PRU in Q1 2022 and held it in 13 quarters. The position peaked at $159K in Q4 2022. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

PFG Private Wealth Management reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 29 Prudential Financial shares in Q2 2025, an estimated $3.24K.
PFG Private Wealth Management first reported a position in Prudential Financial in Q1 2022 and held it in 13 quarters.
PFG Private Wealth Management's Prudential Financial position peaked at $159K in Q4 2022.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.