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LRI Investments’s Prudential Financial PRU Stock Holding History

LRI Investments’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 		$6.21K Buy
57
+15
+36% +$1.52K ﹤0.01% 1104
2026
Q1 		$4.15K Hold
42
– – ﹤0.01% 1140
2025
Q4 		$4.8K Sell
42
-99
-70% -$10.6K ﹤0.01% 1056
2025
Q3 		$14.7K Hold
141
– – ﹤0.01% 790
2025
Q2 		$15.2K Sell
141
-595
-81% -$61.6K ﹤0.01% 755
2025
Q1 		$82.3K Buy
736
+74
+11% +$8.43K 0.01% 450
2024
Q4 		$78.5K Sell
662
-131
-17% -$16.2K 0.01% 456
2024
Q3 		$99.8K Buy
793
+57
+8% +$6.74K 0.01% 404
2024
Q2 		$86.3K Buy
736
+326
+80% +$37.6K 0.01% 407
2024
Q1 		$48.2K Buy
+410
New +$44.2K 0.01% 269

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

LRI Investments's PRU Position: Q2 2026 in Review

LRI Investments increased its Prudential Financial (PRU) stake by 36% in Q2 2026, buying an estimated $1.52K and bringing the position to 57 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

LRI Investments first reported a position in PRU in Q1 2024 and has held it in 10 quarters since. The position peaked at $99.8K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • LRI Investments held 57 shares of Prudential Financial worth $6.21K as of Q2 2026.
  • LRI Investments bought 15 Prudential Financial shares in Q2 2026, an estimated $1.52K.
  • Prudential Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1104 holding.
  • LRI Investments first reported a position in Prudential Financial in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Prudential Financial position peaked at $99.8K in Q3 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.