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Whalen Wealth Management’s Prudential Financial PRU Stock Holding History

Whalen Wealth 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
-2,674
Closed -$277K – 223
2025
Q3 		$277K Buy
+2,674
New +$282K 0.16% 143

Other funds holding PRU

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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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Whalen Wealth Management's PRU Position: Q4 2025 in Review

Whalen Wealth Management sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 2,674 shares — an estimated $277K sold.

Whalen Wealth Management first reported a position in PRU in Q3 2025 and held it in 1 quarter. The position peaked at $277K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • Whalen Wealth Management reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 2,674 Prudential Financial shares in Q4 2025, an estimated $277K.
  • Whalen Wealth Management first reported a position in Prudential Financial in Q3 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Prudential Financial position peaked at $277K in Q3 2025.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.