SIMG
PRU icon

Sonora Investment Management Group’s Prudential Financial PRU Stock Holding History

Sonora Investment Management 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
Q3 		$212K Hold
2,040
– – 0.02% 265
2025
Q2 		$219K Buy
2,040
+40
+2% +$4.14K 0.02% 256
2025
Q1 		$223K Hold
2,000
– – 0.02% 252
2024
Q4 		$237K Hold
2,000
– – 0.02% 245
2024
Q3 		$242K Sell
2,000
-57
-3% -$6.74K 0.02% 244
2024
Q2 		$242K Hold
2,057
– – 0.02% 244
2024
Q1 		$242K Buy
2,057
+21
+1% +$2.26K 0.02% 245
2023
Q4 		$211K Buy
+2,036
New +$195K 0.02% 245

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $550B AUM 43.33% 1-Year Est. Return

Sonora Investment Management Group's PRU Position: Q3 2025 in Review

Sonora Investment Management Group held its Prudential Financial (PRU) position steady in Q3 2025 at 2,040 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #265.

Sonora Investment Management Group first reported a position in PRU in Q4 2023 and has held it in 8 quarters since. The position peaked at $242K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Sonora Investment Management Group held 2,040 shares of Prudential Financial worth $212K as of Q3 2025.
  • Sonora Investment Management Group left its Prudential Financial share count unchanged in Q3 2025.
  • Prudential Financial made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #265 holding.
  • Sonora Investment Management Group first reported a position in Prudential Financial in Q4 2023 and has held it in 8 quarters since.
  • Sonora Investment Management Group's Prudential Financial position peaked at $242K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.