Plan Group Financial’s Prudential Financial PRU Stock Holding History

Plan Group Financial’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	-4,370	Closed	-$453K	–	214
2025 Q3	$453K	Buy	4,370 +426	+11%	+$44.9K	0.12%	123
2025 Q2	$424K	Buy	3,944 +2,050	+108%	+$212K	0.14%	110
2025 Q1	$212K	Buy	+1,894	New	+$216K	0.08%	141

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

Plan Group Financial's PRU Position: Q4 2025 in Review

Plan Group Financial sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 4,370 shares — an estimated $453K sold.

Plan Group Financial first reported a position in PRU in Q1 2025 and held it in 3 quarters. The position peaked at $453K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

Plan Group Financial reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
Plan Group Financial sold 4,370 Prudential Financial shares in Q4 2025, an estimated $453K.
Plan Group Financial first reported a position in Prudential Financial in Q1 2025 and held it in 3 quarters.
Plan Group Financial's Prudential Financial position peaked at $453K in Q3 2025.
1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.