Level Four Advisory Services’s Prudential Financial PRU Stock Holding History

Level Four Advisory Services’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	$3.45M	Buy	35,303 +5,553	+19%	+$575K	0.11%	212
2025 Q4	$3.36M	Buy	29,750 +282	+1%	+$30.2K	0.11%	215
2025 Q3	$3.06M	Buy	29,468 +591	+2%	+$62.2K	0.1%	221
2025 Q2	$3.1M	Buy	28,877 +3,670	+15%	+$380K	0.11%	213
2025 Q1	$2.82M	Buy	25,207 +1,241	+5%	+$141K	0.12%	213
2024 Q4	$2.84M	Sell	23,966 -211	-0.9%	-$26K	0.12%	200
2024 Q3	$2.96M	Sell	24,177 -18,079	-43%	-$2.14M	0.12%	192
2024 Q2	$4.95M	Buy	42,256 +14,987	+55%	+$1.73M	0.22%	126
2024 Q1	$2.83M	Buy	27,269 +2,217	+9%	+$239K	0.16%	160
2023 Q4	$2.6M	Sell	25,052 -563	-2%	-$54K	0.15%	167
2023 Q3	$2.43M	Sell	25,615 -5,872	-19%	-$555K	0.16%	161
2023 Q2	$2.78M	Buy	31,487 +1,465	+5%	+$123K	0.17%	141
2023 Q1	$2.48M	Buy	30,022 +290	+1%	+$27.7K	0.16%	150
2022 Q4	$2.96M	Sell	29,732 -2,714	-8%	-$275K	0.22%	114
2022 Q3	$2.78M	Buy	32,446 +635	+2%	+$61.1K	0.27%	95
2022 Q2	$3.04M	Buy	31,811 +981	+3%	+$104K	0.29%	100
2022 Q1	$3.64M	Buy	30,830 +2,192	+8%	+$249K	0.29%	93
2021 Q4	$3.1M	Buy	28,638 +7,381	+35%	+$802K	0.24%	112
2021 Q3	$2.24M	Sell	21,257 -469	-2%	-$48.3K	0.23%	112
2021 Q2	$2.23M	Buy	21,726 +3,646	+20%	+$372K	0.15%	154
2021 Q1	$1.65M	Buy	18,080 +10,018	+124%	+$858K	0.13%	179
2020 Q4	$629K	Sell	8,062 -9,521	-54%	-$688K	0.05%	323
2020 Q3	$1.12M	Sell	17,583 -1,829	-9%	-$120K	0.09%	230
2020 Q2	$1.18M	Sell	19,412 -169	-0.9%	-$9.92K	0.09%	228
2020 Q1	$1.02M	Buy	19,581 +489	+3%	+$38.9K	0.12%	197
2019 Q4	$12.4M	Buy	19,092 +1,578	+9%	+$145K	0.49%	57
2019 Q3	$1.57M	Buy	17,514 +3,802	+28%	+$345K	0.16%	144
2019 Q2	$1.39M	Buy	13,712 +479	+4%	+$47.8K	0.14%	152
2019 Q1	$1.22M	Buy	13,233 +2,371	+22%	+$219K	0.13%	159
2018 Q4	$886K	Buy	10,862 +1,326	+14%	+$122K	0.11%	191
2018 Q3	$966K	Sell	9,536 -2,673	-22%	-$263K	0.1%	199
2018 Q2	$1.14M	Buy	12,209 +140	+1%	+$14.1K	0.08%	220
2018 Q1	$1.25M	Buy	12,069 +1,380	+13%	+$156K	0.1%	191
2017 Q4	$1.23M	Buy	10,689 +599	+6%	+$67.2K	0.1%	195
2017 Q3	$1.07M	Buy	10,090 +6,415	+175%	+$686K	0.1%	203
2017 Q2	$388K	Sell	3,675 -7,066	-66%	-$750K	0.06%	303
2017 Q1	$1.14M	Buy	+10,741	New	+$1.16M	0.12%	181

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Level Four Advisory Services's PRU Position: Q1 2026 in Review

Level Four Advisory Services increased its Prudential Financial (PRU) stake by 19% in Q1 2026, buying an estimated $575K and bringing the position to 35,303 shares worth $3.45M. The position accounts for 0.11% of the portfolio, ranked #212.

Level Four Advisory Services first reported a position in PRU in Q1 2017 and has held it in 37 quarters since. The position peaked at $12.4M in Q4 2019. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Level Four Advisory Services held 35,303 shares of Prudential Financial worth $3.45M as of Q1 2026.
Level Four Advisory Services bought 5,553 Prudential Financial shares in Q1 2026, an estimated $575K.
Prudential Financial made up 0.11% of Level Four Advisory Services's portfolio in Q1 2026, its #212 holding.
Level Four Advisory Services first reported a position in Prudential Financial in Q1 2017 and has held it in 37 quarters since.
Level Four Advisory Services's Prudential Financial position peaked at $12.4M in Q4 2019.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.