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Rise Advisors’s Prudential Financial PRU Stock Holding History

Rise 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
Q4 		– Sell
-1,691
Closed -$175K – 1103
2025
Q3 		$175K Sell
1,691
-606
-26% -$63.8K 0.06% 106
2025
Q2 		$247K Sell
2,297
-222
-9% -$23K 0.1% 80
2025
Q1 		$281K Sell
2,519
-596
-19% -$67.9K 0.12% 74
2024
Q4 		$369K Sell
3,115
-181
-5% -$22.3K 0.18% 58
2024
Q3 		$399K Buy
3,296
+169
+5% +$20K 0.19% 54
2024
Q2 		$366K Buy
3,127
+227
+8% +$26.2K 0.19% 53
2024
Q1 		$340K Buy
2,900
+325
+13% +$35K 0.18% 58
2023
Q4 		$267K Buy
2,575
+272
+12% +$26.1K 0.19% 58
2023
Q3 		$218K Buy
2,303
+787
+52% +$74.4K 0.17% 55
2023
Q2 		$134K Buy
1,516
+120
+9% +$10K 0.1% 86
2023
Q1 		$115K Buy
1,396
+400
+40% +$38.2K 0.09% 94
2022
Q4 		$99K Buy
996
+148
+17% +$15K 0.08% 104
2022
Q3 		$73K Buy
848
+125
+17% +$12K 0.06% 118
2022
Q2 		$69K Buy
723
+344
+91% +$36.4K 0.07% 118
2022
Q1 		$45K Sell
379
-7
-2% -$796 0.04% 156
2021
Q4 		$41.8K Buy
+386
New +$41.9K 0.04% 168

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Rise Advisors's PRU Position: Q4 2025 in Review

Rise Advisors sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 1,691 shares — an estimated $175K sold.

Rise Advisors first reported a position in PRU in Q4 2021 and held it in 16 quarters. The position peaked at $399K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • Rise Advisors reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,691 Prudential Financial shares in Q4 2025, an estimated $175K.
  • Rise Advisors first reported a position in Prudential Financial in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Prudential Financial position peaked at $399K in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.