Principia Wealth Advisory’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
Other funds holding PRU
Principia Wealth Advisory's PRU Position: Q4 2025 in Review
Principia Wealth Advisory reduced its Prudential Financial (PRU) stake by 9.5% in Q4 2025, selling an estimated $214 and leaving 19 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #443.
Principia Wealth Advisory first reported a position in PRU in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.18K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.
- Principia Wealth Advisory held 19 shares of Prudential Financial worth $2.15K as of Q4 2025.
- Principia Wealth Advisory sold 2 Prudential Financial shares in Q4 2025, an estimated $214.
- Prudential Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #443 holding.
- Principia Wealth Advisory first reported a position in Prudential Financial in Q4 2024 and has held it in 5 quarters since.
- Principia Wealth Advisory's Prudential Financial position peaked at $2.18K in Q3 2025.
- 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.
Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.