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Puff Wealth Management’s Prudential Financial PRU Stock Holding History

Puff Wealth Management’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
Q3 		– Sell
-97
Closed -$10.4K – 101
2025
Q2 		$10.4K Buy
97
+8
+9% +$829 0.01% 115
2025
Q1 		$9.95K Buy
+89
New +$10.1K 0.01% 92

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Puff Wealth Management's PRU Position: Q3 2025 in Review

Puff Wealth Management sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 97 shares — an estimated $10.4K sold.

Puff Wealth Management first reported a position in PRU in Q1 2025 and held it in 2 quarters. The position peaked at $10.4K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Puff Wealth Management reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 97 Prudential Financial shares in Q3 2025, an estimated $10.4K.
  • Puff Wealth Management first reported a position in Prudential Financial in Q1 2025 and held it in 2 quarters.
  • Puff Wealth Management's Prudential Financial position peaked at $10.4K in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.