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PRU icon

TOBAM’s Prudential Financial PRU Stock Holding History

TOBAM’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 		– Sell
-82
Closed -$9K – 275
2025
Q3 		$9K Sell
82
-486
-86% -$51.2K ﹤0.01% 221
2025
Q2 		$61K Buy
568
+181
+47% +$18.8K 0.02% 165
2025
Q1 		$43K Sell
387
-170
-31% -$19.4K 0.02% 179
2024
Q4 		$66K Sell
557
-83
-13% -$10.2K 0.02% 271
2024
Q3 		$78K Buy
640
+177
+38% +$20.9K 0.01% 283
2024
Q2 		$54K Sell
463
-1,424
-75% -$164K 0.01% 296
2024
Q1 		$222K Hold
1,887
– – 0.02% 223
2023
Q4 		$196K Sell
1,887
-12
-0.6% -$1.15K 0.02% 223
2023
Q3 		$180K Buy
1,899
+739
+64% +$69.9K 0.01% 234
2023
Q2 		$102K Hold
1,160
– – 0.01% 307
2023
Q1 		$96K Hold
1,160
– – 0.01% 293
2022
Q4 		$115K Sell
1,160
-443
-28% -$44.9K 0.01% 268
2022
Q3 		$138K Sell
1,603
-342
-18% -$32.9K 0.01% 242
2022
Q2 		$186K Buy
+1,945
New +$206K 0.01% 248

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

TOBAM's PRU Position: Q4 2025 in Review

TOBAM sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 82 shares — an estimated $9K sold.

TOBAM first reported a position in PRU in Q2 2022 and held it in 14 quarters. The position peaked at $222K in Q1 2024. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • TOBAM reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
  • TOBAM sold 82 Prudential Financial shares in Q4 2025, an estimated $9K.
  • TOBAM first reported a position in Prudential Financial in Q2 2022 and held it in 14 quarters.
  • TOBAM's Prudential Financial position peaked at $222K in Q1 2024.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on TOBAM's 13F filing for Q4 2025, filed 2 Mar 2026.