Lido Advisors
PRU icon

Lido Advisors’s Prudential Financial PRU Stock Holding History

Lido 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
Q1 		$3.3M Sell
33,824
-19,942
-37% -$2.07M 0.01% 553
2025
Q4 		$5.78M Buy
53,766
+1,598
+3% +$171K 0.02% 433
2025
Q3 		$5.41M Buy
52,168
+24,493
+89% +$2.58M 0.02% 430
2025
Q2 		$2.97M Sell
27,675
-346
-1% -$35.8K 0.01% 494
2025
Q1 		$3.13M Buy
28,021
+12,586
+82% +$1.43M 0.01% 437
2024
Q4 		$1.83M Buy
15,435
+8,245
+115% +$1.02M 0.01% 540
2024
Q3 		$871K Sell
7,190
-233
-3% -$27.5K ﹤0.01% 767
2024
Q2 		$870K Buy
7,423
+1,113
+18% +$128K ﹤0.01% 714
2024
Q1 		$741K Buy
6,310
+66
+1% +$7.11K ﹤0.01% 760
2023
Q4 		$648K Sell
6,244
-361
-5% -$34.6K ﹤0.01% 767
2023
Q3 		$627K Sell
6,605
-815
-11% -$77.1K ﹤0.01% 683
2023
Q2 		$655K Sell
7,420
-2,757
-27% -$231K ﹤0.01% 652
2023
Q1 		$842K Buy
10,177
+6,904
+211% +$659K 0.01% 522
2022
Q4 		$326K Buy
3,273
+316
+11% +$32K ﹤0.01% 767
2022
Q3 		$253K Sell
2,957
-178
-6% -$17.1K ﹤0.01% 823
2022
Q2 		$300K Buy
3,135
+525
+20% +$55.6K ﹤0.01% 746
2022
Q1 		$308K Buy
+2,610
New +$297K ﹤0.01% 810
2020
Q1 		– Sell
-5,591
Closed -$524K – 654
2019
Q4 		$524K Buy
+5,591
New +$513K 0.02% 377

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lido Advisors's PRU Position: Q1 2026 in Review

Lido Advisors reduced its Prudential Financial (PRU) stake by 37% in Q1 2026, selling an estimated $2.07M and leaving 33,824 shares worth $3.3M. The position accounts for 0.01% of the portfolio, ranked #553.

Lido Advisors first reported a position in PRU in Q4 2019 and has held it in 18 quarters since. The position peaked at $5.78M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Lido Advisors held 33,824 shares of Prudential Financial worth $3.3M as of Q1 2026.
  • Lido Advisors sold 19,942 Prudential Financial shares in Q1 2026, an estimated $2.07M.
  • Prudential Financial made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #553 holding.
  • Lido Advisors first reported a position in Prudential Financial in Q4 2019 and has held it in 18 quarters since.
  • Lido Advisors's Prudential Financial position peaked at $5.78M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.