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Lodestone Wealth Management’s Prudential Financial PRU Stock Holding History

Lodestone Wealth Management’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 		$27.7K Buy
257
+4
+2% +$407 0.01% 379
2026
Q1 		$24.7K Buy
253
+3
+1% +$311 0.01% 382
2025
Q4 		$28.2K Buy
+250
New +$26.8K 0.01% 364

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

Lodestone Wealth Management's PRU Position: Q2 2026 in Review

Lodestone Wealth Management increased its Prudential Financial (PRU) stake by 1.6% in Q2 2026, buying an estimated $407 and bringing the position to 257 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #379.

Lodestone Wealth Management first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.2K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Lodestone Wealth Management held 257 shares of Prudential Financial worth $27.7K as of Q2 2026.
  • Lodestone Wealth Management bought 4 Prudential Financial shares in Q2 2026, an estimated $407.
  • Prudential Financial made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Lodestone Wealth Management first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Prudential Financial position peaked at $28.2K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.