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LifeSteps Financial’s Prudential Financial PRU Stock Holding History

LifeSteps Financial’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 		$17.3K Buy
+160
New +$16.3K 0.01% 328
2024
Q2 		– Sell
-130
Closed -$15.3K – 323
2024
Q1 		$15.3K Buy
+130
New +$14K 0.01% 260

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LifeSteps Financial's PRU Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Prudential Financial (PRU) in Q2 2026: 160 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in PRU as recently as Q1 2024.

LifeSteps Financial first reported a position in PRU in Q1 2024 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • LifeSteps Financial held 160 shares of Prudential Financial worth $17.3K as of Q2 2026.
  • Prudential Financial was a new LifeSteps Financial position in Q2 2026.
  • Prudential Financial made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #328 holding.
  • LifeSteps Financial first reported a position in Prudential Financial in Q1 2024 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.