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LMG Wealth Partners’s Prudential Financial PRU Stock Holding History

LMG Wealth Partners’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 		$8.03M Buy
74,374
+1,071
+1% +$109K 1.28% 23
2026
Q1 		$7.16M Buy
73,303
+3,673
+5% +$380K 1.31% 22
2025
Q4 		$7.86M Sell
69,630
-4,130
-6% -$443K 1.47% 19
2025
Q3 		$7.65M Sell
73,760
-182
-0.2% -$19.2K 1.42% 19
2025
Q2 		$7.94M Buy
73,942
+1,308
+2% +$136K 1.63% 16
2025
Q1 		$8.11M Buy
72,634
+610
+0.8% +$69.5K 1.81% 14
2024
Q4 		$8.54M Buy
72,024
+1,081
+2% +$133K 1.86% 14
2024
Q3 		$8.59M Sell
70,943
-23,793
-25% -$2.81M 1.97% 13
2024
Q2 		$11.1M Buy
94,736
+1,056
+1% +$122K 2.77% 8
2024
Q1 		$11M Sell
93,680
-9,589
-9% -$1.03M 2.77% 7
2023
Q4 		$10.7M Buy
103,269
+917
+0.9% +$88K 2.97% 8
2023
Q3 		$9.71M Buy
102,352
+3,688
+4% +$349K 2.96% 8
2023
Q2 		$8.7M Buy
98,664
+2,027
+2% +$170K 2.66% 10
2023
Q1 		$8M Buy
96,637
+1,301
+1% +$124K 2.58% 9
2022
Q4 		$9.64M Buy
+95,336
New +$9.66M 3.19% 7

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LMG Wealth Partners's PRU Position: Q2 2026 in Review

LMG Wealth Partners increased its Prudential Financial (PRU) stake by 1.5% in Q2 2026, buying an estimated $109K and bringing the position to 74,374 shares worth $8.03M. The position accounts for 1.28% of the portfolio, ranked #23.

LMG Wealth Partners first reported a position in PRU in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q2 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • LMG Wealth Partners held 74,374 shares of Prudential Financial worth $8.03M as of Q2 2026.
  • LMG Wealth Partners bought 1,071 Prudential Financial shares in Q2 2026, an estimated $109K.
  • Prudential Financial made up 1.28% of LMG Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • LMG Wealth Partners first reported a position in Prudential Financial in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Prudential Financial position peaked at $11.1M in Q2 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.