Foundry Partners, LLC PRU — PRUDENTIAL FINL INC

Ownership history in Foundry Partners, LLC  ·  46 quarters on record

AI Ownership Summary

Foundry Partners, LLC reported PRUDENTIAL FINL INC (PRU) in 46 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 2.35% in 2024 Q1. The latest visible filing shows PRU at 1.32% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foundry Partners, 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 Q1

PRU was reported at 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q1

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 Foundry Partners, LLC fund profile Foundry Partners, LLC full holdings
How Foundry Partners, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 20.7% -2.6% ✅ 223,738 -58,409 -20.7% 1.32% $25.0M 2025-05-15 (Est.) $101.59
2024 Q4 REDUCED — — — 282,147 -2,354 -0.8% 1.68% $33.4M 2025-02-12 $103.93
2024 Q3 REDUCED — — — 284,501 -1,720 -0.6% 1.71% $34.5M 2024-11-08 $113.16
2024 Q2 REDUCED 23.8% +4.5% ❌ 286,221 -89,502 -23.8% 1.80% $33.5M 2024-08-05 $96.87
2024 Q1 ADDED — — — 375,723 +11,297 +3.1% 2.35% $44.1M 2024-05-08 $105.97
2023 Q4 REDUCED 10.9% +13.5% ❌ 364,426 -44,365 -10.9% 2.28% $37.8M 2024-02-01 $92.15
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRU

As of 2026 Q1 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 4.9% Orca Investment Management, LLC 3Y 7Y 2.05% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.0% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.57% Verity & Verity, LLC 3Y 7Y 1.55% Allen Mooney & Barnes Investment Advisors LLC 1.47% WEALTHEDGE INVESTMENT ADVISORS, LLC 1.4% Eagle Capital Management, LLC 3Y 7Y 1.38% SFE Investment Counsel 3Y 7Y 1.32% LMG Wealth Partners, LLC 3Y 1.3%

FAQ About Foundry Partners, 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 Foundry Partners, LLC reported owning PRU?

Foundry Partners, LLC reported PRU across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported PRU position in Foundry Partners, LLC's portfolio?

The largest reported portfolio weight for PRU was 2.35% in 2024 Q1.

What is the latest reported PRU position on this page?

The most recent filing on this page is 2025 Q1, when Foundry Partners, LLC reported 223,738 shares, equal to 1.32% of portfolio, with an estimated market value of $25.0M.

What does the chart on this PRU ownership page compare?

The chart compares Foundry Partners, 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.

How well did Foundry Partners, LLC time their PRU position?

Based on 13F filing dates vs. subsequent PRU price moves, Foundry Partners, LLC correctly timed 21 out of 44 reported position changes (48%).

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