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Lantern Wealth Advisors’s Prudential Financial PRU Stock Holding History

Lantern Wealth Advisors’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
2026
Q2 		– Sell
-13,622
Closed -$1.33M – 191
2026
Q1 		$1.33M Sell
13,622
-698
-5% -$72.3K 0.68% 42
2025
Q4 		$1.62M Sell
14,320
-400
-3% -$42.9K 0.86% 30
2025
Q3 		$1.53M Buy
14,720
+1
+0% +$105 0.81% 32
2025
Q2 		$1.58M Buy
+14,719
New +$1.53M 0.94% 31
2024
Q4 		$1.2M Buy
10,117
+63
+0.6% +$7.78K 0.78% 38
2024
Q3 		$1.22M Sell
10,054
-400
-4% -$47.3K 0.84% 35
2024
Q2 		$1.23M Hold
10,454
– – 0.89% 34
2024
Q1 		$1.23M Sell
10,454
-20
-0.2% -$2.15K 0.86% 33
2023
Q4 		$1.09M Buy
+10,474
New +$1M 0.85% 32

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lantern Wealth Advisors's PRU Position: Q2 2026 in Review

Lantern Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 13,622 shares — an estimated $1.33M sold.

Lantern Wealth Advisors first reported a position in PRU in Q4 2023 and held it in 9 quarters. The position peaked at $1.62M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Lantern Wealth Advisors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Lantern Wealth Advisors sold 13,622 Prudential Financial shares in Q2 2026, an estimated $1.33M.
  • Lantern Wealth Advisors first reported a position in Prudential Financial in Q4 2023 and held it in 9 quarters.
  • Lantern Wealth Advisors's Prudential Financial position peaked at $1.62M in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.