Lloyd Advisory Services’s Prudential Financial PRU Stock Holding History

Lloyd 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 Q2	$2.8K	Buy	26 +1	+4%	+$102	﹤0.01%	471
2026 Q1	$2.44K	Buy	25 +19	+317%	+$1.97K	﹤0.01%	641
2025 Q4	$655	Buy	+6	New	+$643	﹤0.01%	508
2024 Q2	–	Sell	-10,660	Closed	-$1.25M	–	175
2024 Q1	$1.25M	Buy	10,660 +7,662	+256%	+$826K	0.27%	65
2023 Q4	$311K	Buy	+2,998	New	+$288K	0.15%	81
2022 Q2	–	Sell	-419	Closed	-$50K	–	432
2022 Q1	$50K	Sell	419 -49	-10%	-$5.57K	0.02%	225
2021 Q4	$51K	Buy	468 +105	+29%	+$11.4K	0.02%	203
2021 Q3	$38K	Buy	363 +191	+111%	+$19.7K	0.02%	188
2021 Q2	$18K	Buy	172 +78	+83%	+$7.97K	0.01%	241
2021 Q1	$9K	Sell	94 -47	-33%	-$4.02K	﹤0.01%	243
2020 Q4	$11K	Buy	141 +50	+55%	+$3.61K	0.01%	198
2020 Q3	$6K	Buy	+91	New	+$5.98K	﹤0.01%	214
2020 Q1	–	Sell	-4	Closed	–	–	368
2019 Q4	$0	Buy	+4	New	+$367	﹤0.01%	372

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lloyd Advisory Services's PRU Position: Q2 2026 in Review

Lloyd Advisory Services increased its Prudential Financial (PRU) stake by 4% in Q2 2026, buying an estimated $102 and bringing the position to 26 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Lloyd Advisory Services first reported a position in PRU in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2024. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Lloyd Advisory Services held 26 shares of Prudential Financial worth $2.8K as of Q2 2026.
Lloyd Advisory Services bought 1 Prudential Financial share in Q2 2026, an estimated $102.
Prudential Financial made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #471 holding.
Lloyd Advisory Services first reported a position in Prudential Financial in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's Prudential Financial position peaked at $1.25M in Q1 2024.
1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.