PWAC
PRU icon

Private Wealth Advisors (California)’s Prudential Financial PRU Stock Holding History

Private Wealth Advisors (California)’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
-1,779
Closed -$211K – 93
2024
Q4 		$211K Buy
1,779
+1
+0.1% +$123 0.08% 86
2024
Q3 		$212K Hold
1,778
– – 0.08% 79
2024
Q2 		$209K Buy
1,778
+1
+0.1% +$115 0.08% 76
2024
Q1 		$209K Buy
+1,777
New +$191K 0.08% 74
2022
Q2 		– Sell
-1,820
Closed -$215K – 97
2022
Q1 		$215K Buy
+1,820
New +$207K 0.07% 73

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Private Wealth Advisors (California)'s PRU Position: Q1 2025 in Review

Private Wealth Advisors (California) sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 1,779 shares — an estimated $211K sold.

Private Wealth Advisors (California) first reported a position in PRU in Q1 2022 and held it in 5 quarters. The position peaked at $215K in Q1 2022. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Private Wealth Advisors (California) reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 1,779 Prudential Financial shares in Q1 2025, an estimated $211K.
  • Private Wealth Advisors (California) first reported a position in Prudential Financial in Q1 2022 and held it in 5 quarters.
  • Private Wealth Advisors (California)'s Prudential Financial position peaked at $215K in Q1 2022.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2025, filed 12 May 2025.