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Lowe Wealth Advisors’s Prudential Financial PRU Stock Holding History

Lowe Wealth 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 		$111K Sell
1,071
-32
-3% -$3.37K 0.04% 89
2025
Q2 		$119K Hold
1,103
– – 0.05% 82
2025
Q1 		$123K Hold
1,103
– – 0.05% 75
2024
Q4 		$131K Buy
1,103
+127
+13% +$15.7K 0.06% 69
2024
Q3 		$118K Hold
976
– – 0.05% 70
2024
Q2 		$114K Hold
976
– – 0.05% 67
2024
Q1 		$115K Sell
976
-100
-9% -$10.8K 0.05% 71
2023
Q4 		$112K Hold
1,076
– – 0.06% 74
2023
Q3 		$102K Sell
1,076
-50
-4% -$4.73K 0.05% 75
2023
Q2 		$99.3K Sell
1,126
-30
-3% -$2.51K 0.05% 80
2023
Q1 		$95.6K Hold
1,156
– – 0.05% 76
2022
Q4 		$115K Sell
1,156
-350
-23% -$35.4K 0.06% 66
2022
Q3 		$129K Sell
1,506
-825
-35% -$79.4K 0.08% 52
2022
Q2 		$223K Sell
2,331
-1,200
-34% -$127K 0.12% 42
2022
Q1 		$417K Sell
3,531
-620
-15% -$70.5K 0.19% 33
2021
Q4 		$449K Sell
4,151
-235
-5% -$25.5K 0.2% 31
2021
Q3 		$461K Buy
4,386
+150
+4% +$15.5K 0.22% 30
2021
Q2 		$434K Buy
4,236
+1,935
+84% +$198K 0.21% 28
2021
Q1 		$210K Buy
2,301
+2,225
+2,928% +$190K 0.11% 37
2020
Q4 		$6K Hold
76
– – ﹤0.01% 197
2020
Q3 		$5K Hold
76
– – ﹤0.01% 195
2020
Q2 		$5K Hold
76
– – ﹤0.01% 190
2020
Q1 		$4K Hold
76
– – ﹤0.01% 199
2019
Q4 		$7K Hold
76
– – ﹤0.01% 187
2019
Q3 		$7K Hold
76
– – ﹤0.01% 179
2019
Q2 		$8K Buy
76
+32
+73% +$3.19K ﹤0.01% 185
2019
Q1 		$4K Hold
44
– – ﹤0.01% 191
2018
Q4 		$4K Sell
44
-39
-47% -$3.59K ﹤0.01% 184
2018
Q3 		$8K Buy
+83
New +$8.18K ﹤0.01% 163
2015
Q4 		– Sell
-11
Closed -$1K – 247
2015
Q3 		$1K Hold
11
– – ﹤0.01% 218
2015
Q2 		$1K Hold
11
– – ﹤0.01% 216
2015
Q1 		$1K Buy
+11
New +$891 ﹤0.01% 213

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

Lowe Wealth Advisors's PRU Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Prudential Financial (PRU) stake by 2.9% in Q3 2025, selling an estimated $3.37K and leaving 1,071 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #89.

Lowe Wealth Advisors first reported a position in PRU in Q1 2015 and has held it in 32 quarters since. The position peaked at $461K in Q3 2021. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Lowe Wealth Advisors held 1,071 shares of Prudential Financial worth $111K as of Q3 2025.
  • Lowe Wealth Advisors sold 32 Prudential Financial shares in Q3 2025, an estimated $3.37K.
  • Prudential Financial made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #89 holding.
  • Lowe Wealth Advisors first reported a position in Prudential Financial in Q1 2015 and has held it in 32 quarters since.
  • Lowe Wealth Advisors's Prudential Financial position peaked at $461K in Q3 2021.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.