Stephens Consulting’s Prudential Financial PRU Stock Holding History

Stephens Consulting’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	$10.9K	Hold	97	–	–	﹤0.01%	234
2025 Q3	$10.1K	Sell	97 -282	-74%	-$29.7K	﹤0.01%	224
2025 Q2	$40.7K	Buy	379 +12	+3%	+$1.24K	0.01%	211
2025 Q1	$41K	Hold	367	–	–	0.01%	204
2024 Q4	$43.5K	Hold	367	–	–	0.01%	198
2024 Q3	$44.4K	Hold	367	–	–	0.01%	197
2024 Q2	$43K	Sell	367 -56	-13%	-$6.46K	0.01%	197
2024 Q1	$49.7K	Hold	423	–	–	0.02%	179
2023 Q4	$43.9K	Sell	423 -184	-30%	-$17.6K	0.01%	188
2023 Q3	$57.6K	Buy	607 +184	+43%	+$17.4K	0.02%	152
2023 Q2	$37.3K	Hold	423	–	–	0.01%	196
2023 Q1	$35K	Hold	423	–	–	0.02%	203
2022 Q4	$42.1K	Hold	423	–	–	0.03%	184
2022 Q3	$36.3K	Hold	423	–	–	0.03%	196
2022 Q2	$40.5K	Hold	423	–	–	0.03%	190
2022 Q1	$50K	Hold	423	–	–	0.04%	185
2021 Q4	$45.8K	Buy	+423	New	+$45.9K	0.04%	207

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

Stephens Consulting's PRU Position: Q4 2025 in Review

Stephens Consulting held its Prudential Financial (PRU) position steady in Q4 2025 at 97 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Stephens Consulting first reported a position in PRU in Q4 2021 and has held it in 17 quarters since. The position peaked at $57.6K in Q3 2023. 1,406 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

Stephens Consulting held 97 shares of Prudential Financial worth $10.9K as of Q4 2025.
Stephens Consulting left its Prudential Financial share count unchanged in Q4 2025.
Prudential Financial made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #234 holding.
Stephens Consulting first reported a position in Prudential Financial in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Prudential Financial position peaked at $57.6K in Q3 2023.
1,406 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.