SFMG Wealth Advisors’s Prudential Financial PRU Stock Holding History

SFMG 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 Q4	–	Sell	-2,237	Closed	-$232K	–	323
2025 Q3	$232K	Buy	+2,237	New	+$236K	0.02%	263

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

SFMG Wealth Advisors's PRU Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 2,237 shares — an estimated $232K sold.

SFMG Wealth Advisors first reported a position in PRU in Q3 2025 and held it in 1 quarter. The position peaked at $232K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

SFMG Wealth Advisors reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
SFMG Wealth Advisors sold 2,237 Prudential Financial shares in Q4 2025, an estimated $232K.
SFMG Wealth Advisors first reported a position in Prudential Financial in Q3 2025 and held it in 1 quarter.
SFMG Wealth Advisors's Prudential Financial position peaked at $232K in Q3 2025.
1,407 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on SFMG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.