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WESPAC Advisors’s Prudential Financial PRU Stock Holding History

WESPAC Advisors’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
Q1 		– Sell
-7,318
Closed -$867K – 192
2024
Q4 		$867K Sell
7,318
-1,049
-13% -$130K 0.64% 52
2024
Q3 		$1.01M Sell
8,367
-483
-5% -$57.1K 0.75% 43
2024
Q2 		$1.04M Sell
8,850
-4,178
-32% -$482K 0.81% 36
2024
Q1 		$1.53M Buy
13,028
+1,114
+9% +$120K 0.89% 31
2023
Q4 		$1.24M Buy
+11,914
New +$1.14M 0.86% 37
2018
Q2 		– Sell
-15,716
Closed -$1.63M – 140
2018
Q1 		$1.63M Buy
15,716
+6,505
+71% +$733K 0.99% 38
2017
Q4 		$1.06M Sell
9,211
-5,936
-39% -$666K 0.98% 38
2017
Q3 		$1.61M Buy
15,147
+4
+0% +$428 1.06% 34
2017
Q2 		$1.64M Buy
15,143
+5,498
+57% +$584K 1.12% 33
2017
Q1 		$1.03M Buy
+9,645
New +$1.04M 1.19% 33

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WESPAC Advisors's PRU Position: Q1 2025 in Review

WESPAC Advisors sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 7,318 shares — an estimated $867K sold.

WESPAC Advisors first reported a position in PRU in Q1 2017 and held it in 10 quarters. The position peaked at $1.64M in Q2 2017. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • WESPAC Advisors reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 7,318 Prudential Financial shares in Q1 2025, an estimated $867K.
  • WESPAC Advisors first reported a position in Prudential Financial in Q1 2017 and held it in 10 quarters.
  • WESPAC Advisors's Prudential Financial position peaked at $1.64M in Q2 2017.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.