Bolthouse Investments, LLC PRU — PRUDENTIAL FINL INC

Ownership history in Bolthouse Investments, LLC  ·  4 quarters on record

AI Ownership Summary

Bolthouse Investments, LLC reported PRUDENTIAL FINL INC (PRU) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q1. The latest visible filing shows PRU at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bolthouse Investments, LLC's position in PRUDENTIAL FINL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PRU was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PRU stock page Bolthouse Investments, LLC fund profile Bolthouse Investments, LLC full holdings
How Bolthouse Investments, LLC held PRU — position size vs. price
% of Fund (quarterly)    PRU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 1,867 — 0% 0.19% $211K 2026-01-27 $104.56
2025 Q2 UNCHANGED — — — 1,867 — 0% 0.19% $201K 2025-08-01 $95.52
2025 Q1 UNCHANGED — — — 1,867 — 0% 0.22% $209K 2025-04-29 $97.44
2024 Q4 INITIATED — — — 1,867 — — 0.20% $221K 2025-02-14 $103.23

🏢 Other funds also holding PRU

As of 2026 Q1 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 4.9% Measured Risk Portfolios, Inc. 3.01% Orca Investment Management, LLC 3Y 7Y 2.05% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.0% Kerusso Capital Management LLC 1.62% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.57% Verity & Verity, LLC 3Y 7Y 1.55% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.51% Allen Mooney & Barnes Investment Advisors LLC 1.47% WEALTHEDGE INVESTMENT ADVISORS, LLC 1.4%

FAQ About Bolthouse Investments, LLC and PRU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bolthouse Investments, LLC reported owning PRU?

Bolthouse Investments, LLC reported PRU across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PRU position in Bolthouse Investments, LLC's portfolio?

The largest reported portfolio weight for PRU was 0.22% in 2025 Q1.

What is the latest reported PRU position on this page?

The most recent filing on this page is 2025 Q4, when Bolthouse Investments, LLC reported 1,867 shares, equal to 0.19% of portfolio, with an estimated market value of $211K.

What does the chart on this PRU ownership page compare?

The chart compares Bolthouse Investments, LLC's quarterly PRU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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