Synergy Asset Management’s Prudential Financial PRU Stock Holding History

Synergy Asset Management’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 Q1	–	Sell	-4	Closed	-$484	–	648
2024 Q4	$484	Buy	+4	New	+$494	﹤0.01%	786
2022 Q3	–	Sell	-7,641	Closed	-$731K	–	133
2022 Q2	$731K	Buy	+7,641	New	+$809K	0.19%	59

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Synergy Asset Management's PRU Position: Q1 2025 in Review

Synergy Asset Management sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 4 shares — an estimated $484 sold.

Synergy Asset Management first reported a position in PRU in Q2 2022 and held it in 2 quarters. The position peaked at $731K in Q2 2022. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

Synergy Asset Management reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 4 Prudential Financial shares in Q1 2025, an estimated $484.
Synergy Asset Management first reported a position in Prudential Financial in Q2 2022 and held it in 2 quarters.
Synergy Asset Management's Prudential Financial position peaked at $731K in Q2 2022.
1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.