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PSI Advisors’s Prudential Financial PRU Stock Holding History

PSI Advisors’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
-316
Closed -$35.3K – 537
2025
Q1 		$35.3K Sell
316
-276
-47% -$31.4K 0.01% 293
2024
Q4 		$70.2K Buy
592
+160
+37% +$19.8K 0.02% 226
2024
Q3 		$52.2K Buy
432
+2
+0.5% +$236 0.02% 270
2024
Q2 		$50.3K Buy
430
+124
+41% +$14.3K 0.02% 257
2024
Q1 		$36K Sell
306
-46
-13% -$4.96K 0.01% 306
2023
Q4 		$36.5K Sell
352
-138
-28% -$13.2K 0.01% 310
2023
Q3 		$46.5K Buy
490
+3
+0.6% +$284 0.02% 256
2023
Q2 		$43K Buy
487
+166
+52% +$13.9K 0.02% 261
2023
Q1 		$26.6K Sell
321
-33
-9% -$3.15K 0.01% 296
2022
Q4 		$35.2K Sell
354
-80
-18% -$8.1K 0.02% 257
2022
Q3 		$37K Sell
434
-167
-28% -$16.1K 0.02% 260
2022
Q2 		$57K Buy
601
+36
+6% +$3.81K 0.03% 237
2022
Q1 		$67K Hold
565
– – 0.03% 237
2021
Q4 		$61K Buy
565
+1
+0.2% +$109 0.02% 260
2021
Q3 		$59K Buy
+564
New +$58.1K 0.03% 262
2020
Q1 		– Sell
-818
Closed -$76K – 457
2019
Q4 		$76K Buy
+818
New +$75.1K 0.05% 222

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

PSI Advisors's PRU Position: Q2 2025 in Review

PSI Advisors sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 316 shares — an estimated $35.3K sold.

PSI Advisors first reported a position in PRU in Q4 2019 and held it in 16 quarters. The position peaked at $76K in Q4 2019. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • PSI Advisors reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 316 Prudential Financial shares in Q2 2025, an estimated $35.3K.
  • PSI Advisors first reported a position in Prudential Financial in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Prudential Financial position peaked at $76K in Q4 2019.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.