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Westend Capital Management’s Prudential Financial PRU Stock Holding History

Westend 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
Q4 		– Sell
-39
Closed -$4.05K – 269
2025
Q3 		$4.05K Hold
39
– – ﹤0.01% 201
2025
Q2 		$4.19K Hold
39
– – ﹤0.01% 176
2025
Q1 		$4.36K Hold
39
– – ﹤0.01% 159
2024
Q4 		$4.62K Hold
39
– – ﹤0.01% 169
2024
Q3 		$4.72K Hold
39
– – ﹤0.01% 170
2024
Q2 		$4.58K Hold
39
– – ﹤0.01% 150
2024
Q1 		$4.58K Buy
+39
New +$4.2K ﹤0.01% 175

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

Westend Capital Management's PRU Position: Q4 2025 in Review

Westend Capital Management sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 39 shares — an estimated $4.05K sold.

Westend Capital Management first reported a position in PRU in Q1 2024 and held it in 7 quarters. The position peaked at $4.72K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • Westend Capital Management reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
  • Westend Capital Management sold 39 Prudential Financial shares in Q4 2025, an estimated $4.05K.
  • Westend Capital Management first reported a position in Prudential Financial in Q1 2024 and held it in 7 quarters.
  • Westend Capital Management's Prudential Financial position peaked at $4.72K in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Westend Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.