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WealthTrak Capital Management’s Prudential Financial PRU Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-87
Closed -$9.35K – 702
2025
Q2 		$9.35K Buy
87
+77
+770% +$7.98K 0.01% 199
2025
Q1 		$1.12K Sell
10
-8
-44% -$912 ﹤0.01% 500
2024
Q4 		$2.13K Buy
+18
New +$2.22K ﹤0.01% 307

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 $3.38T AUM 44.17% 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

WealthTrak Capital Management's PRU Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 87 shares — an estimated $9.35K sold.

WealthTrak Capital Management first reported a position in PRU in Q4 2024 and held it in 3 quarters. The position peaked at $9.35K in Q2 2025. 1,312 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 87 Prudential Financial shares in Q3 2025, an estimated $9.35K.
  • WealthTrak Capital Management first reported a position in Prudential Financial in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Prudential Financial position peaked at $9.35K in Q2 2025.
  • 1,312 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.