Slocum, Gordon & Co’s Prudential Financial PRU Stock Holding History

Slocum, Gordon & Co’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 Q3	–	Sell	-433	Closed	-$46.5K	–	115
2025 Q2	$46.5K	Hold	433	–	–	0.04%	87
2025 Q1	$48.4K	Hold	433	–	–	0.04%	83
2024 Q4	$51.3K	Hold	433	–	–	0.04%	80
2024 Q3	$52.4K	Hold	433	–	–	0.02%	83
2024 Q2	$50.7K	Hold	433	–	–	0.04%	85
2024 Q1	$50.8K	Hold	433	–	–	0.04%	82
2023 Q4	$44.9K	Hold	433	–	–	0.04%	85
2023 Q3	$41.1K	Hold	433	–	–	0.04%	88
2023 Q2	$38.2K	Buy	433 +153	+55%	+$12.8K	0.03%	83
2023 Q1	$23.2K	Hold	280	–	–	0.02%	95
2022 Q4	$27.8K	Buy	+280	New	+$28.4K	0.02%	90

Other funds holding PRU

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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