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Proficio Capital Partners’s Prudential Financial PRU Stock Holding History

Proficio Capital 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 		– Sell
-1,838
Closed -$205K – 465
2025
Q1 		$205K Sell
1,838
-297
-14% -$33.8K 0.02% 372
2024
Q4 		$253K Buy
+2,135
New +$264K 0.02% 294
2024
Q3 		– Sell
-1,827
Closed -$214K – 331
2024
Q2 		$214K Buy
1,827
+49
+3% +$5.66K 0.02% 304
2024
Q1 		$209K Buy
+1,778
New +$192K 0.02% 315
2022
Q1 		– Sell
-2,003
Closed -$217K – 323
2021
Q4 		$217K Sell
2,003
-63
-3% -$6.84K 0.03% 276
2021
Q3 		$217K Buy
+2,066
New +$213K 0.03% 278
2019
Q3 		– Sell
-486
Closed -$49K – 1175
2019
Q2 		$49K Buy
486
+345
+245% +$34.4K 0.02% 389
2019
Q1 		$13K Buy
141
+3
+2% +$277 ﹤0.01% 807
2018
Q4 		$11K Sell
138
-101
-42% -$9.3K ﹤0.01% 721
2018
Q3 		$24K Buy
239
+77
+48% +$7.59K 0.01% 541
2018
Q2 		$15K Sell
162
-29
-15% -$2.93K 0.01% 694
2018
Q1 		$20K Buy
191
+51
+36% +$5.75K 0.01% 595
2017
Q4 		$16K Buy
140
+18
+15% +$2.02K 0.01% 652
2017
Q3 		$13K Sell
122
-261
-68% -$27.9K 0.01% 718
2017
Q2 		$44K Buy
383
+235
+159% +$24.9K 0.02% 410
2017
Q1 		$16K Buy
148
+72
+95% +$7.77K 0.01% 685
2016
Q4 		$8K Buy
76
+27
+55% +$2.56K ﹤0.01% 657
2016
Q3 		$4K Hold
49
– – ﹤0.01% 768
2016
Q2 		$4K Buy
49
+22
+81% +$1.66K ﹤0.01% 744
2016
Q1 		$2K Sell
27
-49
-64% -$3.42K ﹤0.01% 775
2015
Q4 		$6K Buy
+76
New +$6.28K 0.01% 389

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Proficio Capital Partners's PRU Position: Q2 2025 in Review

Proficio Capital Partners sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 1,838 shares — an estimated $205K sold.

Proficio Capital Partners first reported a position in PRU in Q4 2015 and held it in 21 quarters. The position peaked at $253K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Proficio Capital Partners reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 1,838 Prudential Financial shares in Q2 2025, an estimated $205K.
  • Proficio Capital Partners first reported a position in Prudential Financial in Q4 2015 and held it in 21 quarters.
  • Proficio Capital Partners's Prudential Financial position peaked at $253K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.