LBMC Investment Advisors’s Prudential Financial PRU Stock Holding History

LBMC Investment 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	-2,297	Closed	-$224K	–	256
2026 Q1	$224K	Hold	2,297	–	–	0.01%	218
2025 Q4	$259K	Buy	2,297 +1	+0%	+$107	0.02%	204
2025 Q3	$238K	Hold	2,296	–	–	0.02%	215
2025 Q2	$247K	Hold	2,296	–	–	0.02%	189
2025 Q1	$256K	Buy	2,296 +1	+0%	+$114	0.02%	176
2024 Q4	$272K	Hold	2,295	–	–	0.02%	165
2024 Q3	$278K	Buy	2,295 +1	+0%	+$118	0.02%	161
2024 Q2	$269K	Hold	2,294	–	–	0.02%	152
2024 Q1	$269K	Hold	2,294	–	–	0.02%	149
2023 Q4	$238K	Buy	2,294 +1	+0%	+$96	0.02%	144
2023 Q3	$209K	Hold	2,293	–	–	0.02%	149
2023 Q2	$202K	Buy	+2,293	New	+$192K	0.02%	160
2023 Q1	–	Sell	-2,292	Closed	-$228K	–	165
2022 Q4	$228K	Buy	+2,292	New	+$232K	0.02%	142
2022 Q3	–	Sell	-2,291	Closed	-$219K	–	159
2022 Q2	$219K	Hold	2,291	–	–	0.02%	143
2022 Q1	$271K	Hold	2,291	–	–	0.02%	128
2021 Q4	$248K	Buy	2,291 +767	+50%	+$83.3K	0.02%	148
2021 Q3	$241K	Sell	1,524 -766	-33%	-$78.9K	0.02%	145
2021 Q2	$235K	Buy	+2,290	New	+$234K	0.02%	151

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LBMC Investment Advisors's PRU Position: Q2 2026 in Review

LBMC Investment Advisors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 2,297 shares — an estimated $224K sold.

LBMC Investment Advisors first reported a position in PRU in Q2 2021 and held it in 18 quarters. The position peaked at $278K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

LBMC Investment Advisors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
LBMC Investment Advisors sold 2,297 Prudential Financial shares in Q2 2026, an estimated $224K.
LBMC Investment Advisors first reported a position in Prudential Financial in Q2 2021 and held it in 18 quarters.
LBMC Investment Advisors's Prudential Financial position peaked at $278K in Q3 2024.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.