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Wambolt & Associates’s Prudential Financial PRU Stock Holding History

Wambolt & Associates’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 		$2.21M Sell
20,231
-1,844
-8% -$191K 0.74% 49
2025
Q1 		$2.47M Buy
22,075
+38
+0.2% +$4.33K 0.84% 36
2024
Q4 		$2.61M Sell
22,037
-3,087
-12% -$381K 0.84% 37
2024
Q3 		$3M Buy
25,124
+1,568
+7% +$185K 0.82% 40
2024
Q2 		$2.77M Buy
23,556
+549
+2% +$63.4K 0.8% 37
2024
Q1 		$2.68M Buy
23,007
+2,654
+13% +$286K 0.8% 39
2023
Q4 		$2.11M Buy
20,353
+2,770
+16% +$266K 0.69% 40
2023
Q3 		$1.64M Buy
17,583
+1,351
+8% +$128K 0.6% 50
2023
Q2 		$1.43M Buy
16,232
+1,321
+9% +$111K 0.51% 68
2023
Q1 		$1.23M Buy
14,911
+1,585
+12% +$151K 0.44% 83
2022
Q4 		$1.33M Buy
13,326
+353
+3% +$35.8K 0.51% 69
2022
Q3 		$1.11M Buy
12,973
+597
+5% +$57.5K 0.47% 81
2022
Q2 		$1.18M Buy
12,376
+861
+7% +$91.1K 0.48% 74
2022
Q1 		$1.36M Buy
11,515
+569
+5% +$64.7K 0.5% 75
2021
Q4 		$1.19M Buy
10,946
+1,546
+16% +$168K 0.43% 84
2021
Q3 		$998K Buy
9,400
+1,690
+22% +$174K 0.4% 89
2021
Q2 		$796K Buy
7,710
+1,977
+34% +$202K 0.34% 100
2021
Q1 		$532K Buy
5,733
+3,097
+117% +$265K 0.28% 120
2020
Q4 		$206K Buy
+2,636
New +$190K 0.12% 198

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

Wambolt & Associates's PRU Position: Q2 2025 in Review

Wambolt & Associates reduced its Prudential Financial (PRU) stake by 8.4% in Q2 2025, selling an estimated $191K and leaving 20,231 shares worth $2.21M. The position accounts for 0.74% of the portfolio, ranked #49.

Wambolt & Associates first reported a position in PRU in Q4 2020 and has held it in 19 quarters since. The position peaked at $3M in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Wambolt & Associates held 20,231 shares of Prudential Financial worth $2.21M as of Q2 2025.
  • Wambolt & Associates sold 1,844 Prudential Financial shares in Q2 2025, an estimated $191K.
  • Prudential Financial made up 0.74% of Wambolt & Associates's portfolio in Q2 2025, its #49 holding.
  • Wambolt & Associates first reported a position in Prudential Financial in Q4 2020 and has held it in 19 quarters since.
  • Wambolt & Associates's Prudential Financial position peaked at $3M in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.