LGT Financial Advisors’s Prudential Financial PRU Stock Holding History

LGT Financial 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	$3.18K	Hold	29	–	–	0.02%	200
2026 Q1	$2.84K	Hold	29	–	–	0.01%	224
2025 Q4	$3.24K	Buy	29 +1	+4%	+$107	0.02%	224
2025 Q3	$2.94K	Sell	28 -1	-3%	-$105	0.01%	329
2025 Q2	$3.11K	Buy	29 +1	+4%	+$104	0.01%	332
2025 Q1	$3.08K	Buy	28 +1	+4%	+$114	0.01%	253
2024 Q4	$3.23K	Hold	27	–	–	0.01%	617
2024 Q3	$3.27K	Hold	27	–	–	0.01%	611
2024 Q2	$3.13K	Sell	27 -1,290	-98%	-$149K	0.01%	668
2024 Q1	$155K	Hold	1,317	–	–	0.18%	136
2023 Q4	$137K	Hold	1,317	–	–	0.17%	139
2023 Q3	$125K	Buy	+1,317	New	+$125K	0.16%	135

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LGT Financial Advisors's PRU Position: Q2 2026 in Review

LGT Financial Advisors held its Prudential Financial (PRU) position steady in Q2 2026 at 29 shares worth $3.18K. The position accounts for 0.02% of the portfolio, ranked #200.

LGT Financial Advisors first reported a position in PRU in Q3 2023 and has held it in 12 quarters since. The position peaked at $155K in Q1 2024. 737 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

LGT Financial Advisors held 29 shares of Prudential Financial worth $3.18K as of Q2 2026.
LGT Financial Advisors left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up 0.02% of LGT Financial Advisors's portfolio in Q2 2026, its #200 holding.
LGT Financial Advisors first reported a position in Prudential Financial in Q3 2023 and has held it in 12 quarters since.
LGT Financial Advisors's Prudential Financial position peaked at $155K in Q1 2024.
737 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.