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Lion Street Advisors’s Prudential Financial PRU Stock Holding History

Lion Street 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
2025
Q3 		$571K Sell
5,188
-1,754
-25% -$185K 0.2% 99
2025
Q2 		$746K Sell
6,942
-6
-0.1% -$622 0.23% 97
2025
Q1 		$776K Buy
6,948
+5
+0.1% +$570 0.25% 85
2024
Q4 		$823K Buy
6,943
+2,010
+41% +$248K 0.26% 84
2024
Q3 		$597K Buy
4,933
+120
+2% +$14.2K 0.21% 110
2024
Q2 		$564K Sell
4,813
-146
-3% -$16.9K 0.21% 106
2024
Q1 		$514K Hold
4,959
– – 0.21% 106
2023
Q4 		$514K Sell
4,959
-4,988
-50% -$478K 0.21% 105
2023
Q3 		$944K Buy
9,947
+4,759
+92% +$450K 0.31% 62
2023
Q2 		$571K Sell
5,188
-4,694
-48% -$393K 0.19% 102
2023
Q1 		$818K Buy
9,882
+7,053
+249% +$673K 0.25% 75
2022
Q4 		$311K Sell
2,829
-4,368
-61% -$442K 0.16% 101
2022
Q3 		$617K Buy
7,197
+4,368
+154% +$420K 0.31% 43
2022
Q2 		$312K Sell
2,829
-93
-3% -$9.84K 0.16% 101
2022
Q1 		$347K Buy
2,922
+47
+2% +$5.34K 0.18% 90
2021
Q4 		$312K Buy
2,875
+46
+2% +$5K 0.15% 103
2021
Q3 		$299K Buy
+2,829
New +$292K 0.16% 103

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lion Street Advisors's PRU Position: Q3 2025 in Review

Lion Street Advisors reduced its Prudential Financial (PRU) stake by 25% in Q3 2025, selling an estimated $185K and leaving 5,188 shares worth $571K. The position accounts for 0.2% of the portfolio, ranked #99.

Lion Street Advisors first reported a position in PRU in Q3 2021 and has held it in 17 quarters since. The position peaked at $944K in Q3 2023. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Lion Street Advisors held 5,188 shares of Prudential Financial worth $571K as of Q3 2025.
  • Lion Street Advisors sold 1,754 Prudential Financial shares in Q3 2025, an estimated $185K.
  • Prudential Financial made up 0.2% of Lion Street Advisors's portfolio in Q3 2025, its #99 holding.
  • Lion Street Advisors first reported a position in Prudential Financial in Q3 2021 and has held it in 17 quarters since.
  • Lion Street Advisors's Prudential Financial position peaked at $944K in Q3 2023.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.