SF
PRS

Summit Financial’s Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 PRS Stock Holding History

Summit Financial’s Portfolio PRS Stock Details PRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,164
Closed -$262K – 1258
2025
Q2 		$262K Buy
+11,164
New +$257K 0.01% 718

Other funds holding PRS

AAM
AR Asset Management West Hollywood, California $546M AUM 24.08% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Summit Financial's PRS Position: Q3 2025 in Review

Summit Financial sold out of Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 (PRS) in Q3 2025, closing a stake of 11,164 shares — an estimated $262K sold.

Summit Financial first reported a position in PRS in Q2 2025 and held it in 1 quarter. The position peaked at $262K in Q2 2025. 2 funds tracked by Wall St. Rank hold PRS as of Q3 2025.

  • Summit Financial reported no remaining Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 position as of Q3 2025 after selling out during the quarter.
  • Summit Financial sold 11,164 Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 shares in Q3 2025, an estimated $262K.
  • Summit Financial first reported a position in Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 in Q2 2025 and held it in 1 quarter.
  • Summit Financial's Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 position peaked at $262K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Prudential Financial Inc 5.625% Junior Subordinated Notes due 2058 as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.