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Leo Wealth LLC’s Prudential Financial PRU Stock Holding History

Leo Wealth LLC’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
Q1 		$1.67M Buy
+17,118
New +$1.77M 0.12% 142
2025
Q1 		– Sell
-1,785
Closed -$212K – 346
2024
Q4 		$212K Hold
1,785
– – 0.02% 335
2024
Q3 		$216K Buy
+1,785
New +$211K 0.02% 321

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Leo Wealth LLC's PRU Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Prudential Financial (PRU) in Q1 2026: 17,118 shares worth $1.67M. The stake represents 0.12% of the portfolio and ranks #142 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in PRU as recently as Q4 2024.

Leo Wealth LLC first reported a position in PRU in Q3 2024 and has held it in 3 quarters since. 1,362 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Leo Wealth LLC held 17,118 shares of Prudential Financial worth $1.67M as of Q1 2026.
  • Prudential Financial was a new Leo Wealth LLC position in Q1 2026.
  • Prudential Financial made up 0.12% of Leo Wealth LLC's portfolio in Q1 2026, its #142 holding.
  • Leo Wealth LLC first reported a position in Prudential Financial in Q3 2024 and has held it in 3 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.