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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
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 $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

LMG Wealth Partners's PRU Position: Q1 2026 in Review

LMG Wealth Partners increased its Prudential Financial (PRU) stake by 5.3% in Q1 2026, buying an estimated $380K and bringing the position to 73,303 shares worth $7.16M. The position accounts for 1.31% of the portfolio, ranked #22.

LMG Wealth Partners first reported a position in PRU in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • LMG Wealth Partners held 73,303 shares of Prudential Financial worth $7.16M as of Q1 2026.
  • LMG Wealth Partners bought 3,673 Prudential Financial shares in Q1 2026, an estimated $380K.
  • Prudential Financial made up 1.31% of LMG Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • LMG Wealth Partners first reported a position in Prudential Financial in Q4 2022 and has held it in 14 quarters since.
  • LMG Wealth Partners's Prudential Financial position peaked at $11.1M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.