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SageView Advisory Group’s Prudential Financial PRU Stock Holding History

SageView Advisory Group’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 		$1.77M Sell
15,711
-225
-1% -$24.1K 0.06% 166
2025
Q3 		$1.65M Buy
15,936
+12,808
+409% +$1.35M 0.06% 189
2025
Q2 		$324K Buy
3,128
+881
+39% +$91.3K 0.01% 474
2025
Q1 		$251K Sell
2,247
-565
-20% -$64.4K 0.01% 519
2024
Q4 		$333K Buy
2,812
+492
+21% +$60.7K 0.01% 427
2024
Q3 		$281K Sell
2,320
-171
-7% -$20.2K 0.01% 418
2024
Q2 		$292K Sell
2,491
-1,973
-44% -$228K 0.01% 440
2024
Q1 		$453K Buy
4,464
+1,525
+52% +$164K 0.02% 346
2023
Q4 		$313K Buy
2,939
+459
+19% +$44K 0.01% 497
2023
Q3 		$235K Buy
2,480
+40
+2% +$3.78K 0.01% 483
2023
Q2 		$215K Buy
+2,440
New +$204K 0.01% 520
2023
Q1 		– Sell
-2,524
Closed -$251K – 477
2022
Q4 		$251K Buy
+2,524
New +$256K 0.02% 359

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

SageView Advisory Group's PRU Position: Q4 2025 in Review

SageView Advisory Group reduced its Prudential Financial (PRU) stake by 1.4% in Q4 2025, selling an estimated $24.1K and leaving 15,711 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #166.

SageView Advisory Group first reported a position in PRU in Q4 2022 and has held it in 12 quarters since. 1,407 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • SageView Advisory Group held 15,711 shares of Prudential Financial worth $1.77M as of Q4 2025.
  • SageView Advisory Group sold 225 Prudential Financial shares in Q4 2025, an estimated $24.1K.
  • Prudential Financial made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #166 holding.
  • SageView Advisory Group first reported a position in Prudential Financial in Q4 2022 and has held it in 12 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.