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Trivant Custom Portfolio Group’s Prudential Financial PRU Stock Holding History

Trivant Custom Portfolio Group’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 		– Sell
-194
Closed -$21.7K – 180
2025
Q1 		$21.7K Hold
194
– – 0.01% 125
2024
Q4 		$23K Hold
194
– – 0.01% 112
2024
Q3 		$23.5K Hold
194
– – 0.01% 111
2024
Q2 		$22.7K Hold
194
– – 0.01% 123
2024
Q1 		$22.8K Hold
194
– – 0.01% 127
2023
Q4 		$20.1K Hold
194
– – 0.01% 142
2023
Q3 		$18.4K Hold
194
– – 0.01% 135
2023
Q2 		$17.1K Hold
194
– – 0.01% 151
2023
Q1 		$16.1K Buy
+194
New +$18.5K 0.01% 163

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trivant Custom Portfolio Group's PRU Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 194 shares — an estimated $21.7K sold.

Trivant Custom Portfolio Group first reported a position in PRU in Q1 2023 and held it in 9 quarters. The position peaked at $23.5K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 194 Prudential Financial shares in Q2 2025, an estimated $21.7K.
  • Trivant Custom Portfolio Group first reported a position in Prudential Financial in Q1 2023 and held it in 9 quarters.
  • Trivant Custom Portfolio Group's Prudential Financial position peaked at $23.5K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.