San Luis Wealth Advisors’s Prudential Financial PRU Stock Holding History

San Luis Wealth 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	-5,348	Closed	-$597K	–	150
2025 Q1	$597K	Buy	+5,348	New	+$609K	0.14%	80
2022 Q2	–	Sell	-283	Closed	-$31K	–	334
2022 Q1	$31K	Buy	+283	New	+$32.2K	0.02%	277

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

San Luis Wealth Advisors's PRU Position: Q2 2025 in Review

San Luis Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 5,348 shares — an estimated $597K sold.

San Luis Wealth Advisors first reported a position in PRU in Q1 2022 and held it in 2 quarters. The position peaked at $597K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

San Luis Wealth Advisors reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 5,348 Prudential Financial shares in Q2 2025, an estimated $597K.
San Luis Wealth Advisors first reported a position in Prudential Financial in Q1 2022 and held it in 2 quarters.
San Luis Wealth Advisors's Prudential Financial position peaked at $597K in Q1 2025.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on San Luis Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.