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Sellwood Investment Partners’s Prudential Financial PRU Stock Holding History

Sellwood Investment Partners’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
-10
Closed -$1.04K – 98
2025
Q3 		$1.04K Buy
+10
New +$1.05K ﹤0.01% 100

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Geode Capital Management
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Morgan Stanley
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Goldman Sachs
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Northern Trust
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $481B AUM 26.39% 1-Year Est. Return

Sellwood Investment Partners's PRU Position: Q4 2025 in Review

Sellwood Investment Partners sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 10 shares — an estimated $1.04K sold.

Sellwood Investment Partners first reported a position in PRU in Q3 2025 and held it in 1 quarter. The position peaked at $1.04K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • Sellwood Investment Partners reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
  • Sellwood Investment Partners sold 10 Prudential Financial shares in Q4 2025, an estimated $1.04K.
  • Sellwood Investment Partners first reported a position in Prudential Financial in Q3 2025 and held it in 1 quarter.
  • Sellwood Investment Partners's Prudential Financial position peaked at $1.04K in Q3 2025.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.