TFG Advisers’s Prudential Financial PRU Stock Holding History

TFG Advisers’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 Q2	$1.88M	Buy	17,485 +540	+3%	+$55.9K	0.64%	42
2025 Q1	$1.89M	Buy	16,945 +730	+5%	+$83.2K	0.69%	42
2024 Q4	$1.92M	Buy	16,215 +374	+2%	+$46.2K	0.69%	39
2024 Q3	$1.92M	Buy	15,841 +286	+2%	+$33.8K	0.69%	40
2024 Q2	$1.82M	Buy	15,555 +477	+3%	+$55.1K	0.71%	37
2024 Q1	$1.77M	Buy	15,078 +194	+1%	+$20.9K	0.69%	38
2023 Q4	$1.54M	Buy	14,884 +734	+5%	+$70.4K	0.65%	43
2023 Q3	$1.34M	Buy	14,150 +1,084	+8%	+$103K	0.63%	45
2023 Q2	$1.15M	Buy	13,066 +475	+4%	+$39.7K	0.52%	57
2023 Q1	$1.04M	Buy	12,591 +663	+6%	+$63.3K	0.5%	59
2022 Q4	$1.19M	Buy	11,928 +1,010	+9%	+$102K	0.61%	49
2022 Q3	$937K	Buy	10,918 +1,339	+14%	+$129K	0.52%	55
2022 Q2	$917K	Buy	9,579 +1,098	+13%	+$116K	0.49%	61
2022 Q1	$1M	Buy	8,481 +634	+8%	+$72.1K	0.46%	63
2021 Q4	$849K	Buy	7,847 +1,322	+20%	+$144K	0.37%	74
2021 Q3	$686K	Buy	6,525 +719	+12%	+$74.1K	0.33%	86
2021 Q2	$595K	Buy	5,806 +2,767	+91%	+$283K	0.29%	96
2021 Q1	$277K	Buy	+3,039	New	+$260K	0.14%	152
2020 Q1	–	Sell	-626	Closed	-$58K	–	372
2019 Q4	$58K	Buy	+626	New	+$57.5K	0.03%	261

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

TFG Advisers's PRU Position: Q2 2025 in Review

TFG Advisers increased its Prudential Financial (PRU) stake by 3.2% in Q2 2025, buying an estimated $55.9K and bringing the position to 17,485 shares worth $1.88M. The position accounts for 0.64% of the portfolio, ranked #42.

TFG Advisers first reported a position in PRU in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

TFG Advisers held 17,485 shares of Prudential Financial worth $1.88M as of Q2 2025.
TFG Advisers bought 540 Prudential Financial shares in Q2 2025, an estimated $55.9K.
Prudential Financial made up 0.64% of TFG Advisers's portfolio in Q2 2025, its #42 holding.
TFG Advisers first reported a position in Prudential Financial in Q4 2019 and has held it in 19 quarters since.
TFG Advisers's Prudential Financial position peaked at $1.92M in Q4 2024.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.