PrairieView Partners’s Prudential Financial PRU Stock Holding History

PrairieView Partners’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	$12K	Hold	113	–	–	﹤0.01%	274
2025 Q1	$12K	Hold	113	–	–	﹤0.01%	270
2024 Q4	$13K	Hold	113	–	–	﹤0.01%	270
2024 Q3	$13K	Hold	113	–	–	﹤0.01%	271
2024 Q2	$13K	Hold	113	–	–	﹤0.01%	278
2024 Q1	$14K	Hold	113	–	–	﹤0.01%	266
2023 Q4	$12K	Hold	113	–	–	﹤0.01%	266
2023 Q3	$10K	Hold	113	–	–	﹤0.01%	283
2023 Q2	$9K	Hold	113	–	–	﹤0.01%	327
2023 Q1	$9K	Hold	113	–	–	﹤0.01%	313
2022 Q4	$11K	Hold	113	–	–	﹤0.01%	314
2022 Q3	$10K	Hold	113	–	–	﹤0.01%	304
2022 Q2	$11K	Hold	113	–	–	﹤0.01%	322
2022 Q1	$13K	Hold	113	–	–	﹤0.01%	306
2021 Q4	$12K	Hold	113	–	–	﹤0.01%	315
2021 Q3	$12K	Buy	113 +105	+1,313%	+$10.8K	﹤0.01%	264
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	341
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	348
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	302
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	292
2020 Q2	$0	Hold	8	–	–	﹤0.01%	306
2020 Q1	$0	Buy	+8	New	+$636	﹤0.01%	301

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

PrairieView Partners's PRU Position: Q2 2025 in Review

PrairieView Partners held its Prudential Financial (PRU) position steady in Q2 2025 at 113 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

PrairieView Partners first reported a position in PRU in Q1 2020 and has held it in 22 quarters since. The position peaked at $14K in Q1 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

PrairieView Partners held 113 shares of Prudential Financial worth $12K as of Q2 2025.
PrairieView Partners left its Prudential Financial share count unchanged in Q2 2025.
Prudential Financial made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #274 holding.
PrairieView Partners first reported a position in Prudential Financial in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Prudential Financial position peaked at $14K in Q1 2024.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.