ZRP
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Zynergy Retirement Planning’s Prudential Financial PRU Stock Holding History

Zynergy Retirement Planning’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 		– Sell
-100
Closed -$11.9K – 84
2025
Q1 		$11.9K Hold
100
– – 0.01% 82
2024
Q4 		$12.1K Hold
100
– – 0.01% 75
2024
Q3 		$12.1K Sell
100
-63
-39% -$7.45K 0.01% 75
2024
Q2 		$19.1K Buy
+163
New +$18.8K 0.01% 70

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

Zynergy Retirement Planning's PRU Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 100 shares — an estimated $11.9K sold.

Zynergy Retirement Planning first reported a position in PRU in Q2 2024 and held it in 4 quarters. The position peaked at $19.1K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 100 Prudential Financial shares in Q2 2025, an estimated $11.9K.
  • Zynergy Retirement Planning first reported a position in Prudential Financial in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Prudential Financial position peaked at $19.1K in Q2 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.