LPL Financial’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.6M | Buy |
845,529
+27,410
| +3% | +$2.84M | 0.02% | 673 |
|
|
2025
Q4 | $92.3M | Buy |
818,119
+48,736
| +6% | +$5.23M | 0.03% | 583 |
|
|
2025
Q3 | $79.8M | Buy |
769,383
+216,301
| +39% | +$22.8M | 0.02% | 628 |
|
|
2025
Q2 | $59.4M | Buy |
553,082
+31,892
| +6% | +$3.3M | 0.02% | 682 |
|
|
2025
Q1 | $58.2M | Buy |
521,190
+20,156
| +4% | +$2.3M | 0.02% | 626 |
|
|
2024
Q4 | $59.4M | Sell |
501,034
-9,994
| -2% | -$1.23M | 0.02% | 577 |
|
|
2024
Q3 | $61.9M | Buy |
511,028
+24,964
| +5% | +$2.95M | 0.03% | 540 |
|
|
2024
Q2 | $57M | Buy |
486,064
+12,718
| +3% | +$1.47M | 0.03% | 514 |
|
|
2024
Q1 | $55.6M | Buy |
473,346
+3,465
| +0.7% | +$373K | 0.03% | 514 |
|
|
2023
Q4 | $48.7M | Buy |
469,881
+14,676
| +3% | +$1.41M | 0.03% | 512 |
|
|
2023
Q3 | $43.2M | Buy |
455,205
+5,181
| +1% | +$490K | 0.03% | 497 |
|
|
2023
Q2 | $39.7M | Buy |
450,024
+16,891
| +4% | +$1.41M | 0.03% | 512 |
|
|
2023
Q1 | $35.8M | Buy |
433,133
+11,760
| +3% | +$1.12M | 0.03% | 510 |
|
|
2022
Q4 | $41.9M | Sell |
421,373
-108,300
| -20% | -$11M | 0.04% | 446 |
|
|
2022
Q3 | $45.4M | Buy |
529,673
+24,744
| +5% | +$2.38M | 0.04% | 376 |
|
|
2022
Q2 | $48.3M | Buy |
504,929
+151,430
| +43% | +$16M | 0.05% | 356 |
|
|
2022
Q1 | $41.8M | Buy |
353,499
+16,722
| +5% | +$1.9M | 0.04% | 402 |
|
|
2021
Q4 | $36.5M | Buy |
336,777
+33,997
| +11% | +$3.69M | 0.03% | 448 |
|
|
2021
Q3 | $31.9M | Buy |
302,780
+16,481
| +6% | +$1.7M | 0.03% | 453 |
|
|
2021
Q2 | $29.3M | Buy |
286,299
+12,824
| +5% | +$1.31M | 0.03% | 457 |
|
|
2021
Q1 | $24.9M | Buy |
273,475
+46,573
| +21% | +$3.99M | 0.03% | 464 |
|
|
2020
Q4 | $17.7M | Buy |
226,902
+50,491
| +29% | +$3.65M | 0.02% | 516 |
|
|
2020
Q3 | $11.2M | Buy |
176,411
+9,108
| +5% | +$599K | 0.02% | 595 |
|
|
2020
Q2 | $10.2M | Buy |
167,303
+22,110
| +15% | +$1.3M | 0.02% | 585 |
|
|
2020
Q1 | $7.57M | Buy |
145,193
+44,384
| +44% | +$3.53M | 0.02% | 601 |
|
|
2019
Q4 | $9.45M | Buy |
100,809
+3,724
| +4% | +$342K | 0.02% | 596 |
|
|
2019
Q3 | $8.73M | Buy |
97,085
+10,715
| +12% | +$971K | 0.02% | 579 |
|
|
2019
Q2 | $8.72M | Buy |
86,370
+15,851
| +22% | +$1.58M | 0.02% | 566 |
|
|
2019
Q1 | $6.48M | Buy |
70,519
+471
| +0.7% | +$43.4K | 0.01% | 659 |
|
|
2018
Q4 | $5.71M | Buy |
70,048
+6,883
| +11% | +$634K | 0.02% | 636 |
|
|
2018
Q3 | $6.4M | Buy |
63,165
+6,293
| +11% | +$620K | 0.02% | 641 |
|
|
2018
Q2 | $5.32M | Buy |
56,872
+768
| +1% | +$77.6K | 0.01% | 692 |
|
|
2018
Q1 | $5.81M | Buy |
56,104
+5,027
| +10% | +$567K | 0.02% | 638 |
|
|
2017
Q4 | $5.87M | Buy |
51,077
+3,222
| +7% | +$362K | 0.02% | 594 |
|
|
2017
Q3 | $5.09M | Sell |
47,855
-103
| -0.2% | -$11K | 0.02% | 584 |
|
|
2017
Q2 | $5.19M | Buy |
47,958
+41,342
| +625% | +$4.39M | 0.02% | 544 |
|
|
2017
Q1 | $704K | Buy |
6,616
+492
| +8% | +$53.1K | ﹤0.01% | 1519 |
|
|
2016
Q4 | $642K | Sell |
6,124
-12,840
| -68% | -$1.22M | ﹤0.01% | 1521 |
|
|
2016
Q3 | $1.57M | Sell |
18,964
-11,424
| -38% | -$876K | 0.01% | 897 |
|
|
2016
Q2 | $2.1M | Sell |
30,388
-16,578
| -35% | -$1.25M | 0.02% | 742 |
|
|
2016
Q1 | $3.34M | Sell |
46,966
-6,030
| -11% | -$420K | 0.01% | 921 |
|
|
2015
Q4 | $4.22M | Buy |
52,996
+11,627
| +28% | +$961K | 0.01% | 795 |
|
|
2015
Q3 | $3.2M | Buy |
41,369
+5,849
| +16% | +$491K | 0.02% | 629 |
|
|
2015
Q2 | $3.11M | Buy |
35,520
+2,330
| +7% | +$198K | 0.02% | 710 |
|
|
2015
Q1 | $2.64M | Sell |
33,190
-535
| -2% | -$43.3K | 0.01% | 780 |
|
|
2014
Q4 | $3.05M | Buy |
33,725
+8,147
| +32% | +$700K | 0.02% | 690 |
|
|
2014
Q3 | $2.19M | Sell |
25,578
-445
| -2% | -$39.8K | 0.01% | 812 |
|
|
2014
Q2 | $2.31M | Buy |
26,023
+86
| +0.3% | +$7.23K | 0.01% | 802 |
|
|
2014
Q1 | $2.2M | Sell |
25,937
-5,617
| -18% | -$483K | 0.01% | 787 |
|
|
2013
Q4 | $2.91M | Buy |
31,554
+10,410
| +49% | +$889K | 0.02% | 639 |
|
|
2013
Q3 | $1.7M | Buy |
21,144
+4,609
| +28% | +$362K | 0.01% | 875 |
|
|
2013
Q2 | $1.21M | Buy |
+16,535
| New | +$1.07M | 0.01% | 997 |
|
Other funds holding PRU
VCM
VPM
LPL Financial's PRU Position: Q1 2026 in Review
LPL Financial increased its Prudential Financial (PRU) stake by 3.4% in Q1 2026, buying an estimated $2.84M and bringing the position to 845,529 shares worth $82.6M. The position accounts for 0.02% of the portfolio, ranked #673.
LPL Financial first reported a position in PRU in Q2 2013 and has held it in 52 quarters since. The position peaked at $92.3M in Q4 2025. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- LPL Financial held 845,529 shares of Prudential Financial worth $82.6M as of Q1 2026.
- LPL Financial bought 27,410 Prudential Financial shares in Q1 2026, an estimated $2.84M.
- Prudential Financial made up 0.02% of LPL Financial's portfolio in Q1 2026, its #673 holding.
- LPL Financial first reported a position in Prudential Financial in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Prudential Financial position peaked at $92.3M in Q4 2025.
- 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.