LVW Advisors
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LVW Advisors’s Prudential Financial PRU Stock Holding History

LVW 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
2026
Q3 		$538K Buy
4,737
+254
+6% +$30.3K 0.05% 246
2026
Q2 		$484K Sell
4,483
-187
-4% -$19K 0.04% 241
2026
Q1 		$456K Sell
4,670
-582
-11% -$60.3K 0.04% 226
2025
Q4 		$593K Sell
5,252
-140
-3% -$15K 0.06% 168
2025
Q3 		$559K Sell
5,392
-12
-0.2% -$1.26K 0.06% 174
2025
Q2 		$581K Buy
5,404
+1,436
+36% +$149K 0.06% 174
2025
Q1 		$443K Sell
3,968
-660
-14% -$75.2K 0.05% 191
2024
Q4 		$549K Sell
4,628
-1,132
-20% -$140K 0.07% 176
2024
Q3 		$698K Sell
5,760
-1,819
-24% -$215K 0.09% 147
2024
Q2 		$888K Buy
7,579
+3,914
+107% +$452K 0.13% 102
2024
Q1 		$430K Buy
3,665
+1,441
+65% +$155K 0.07% 187
2023
Q4 		$231K Buy
+2,224
New +$213K 0.04% 235

Other funds holding PRU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

LVW Advisors's PRU Position: Q3 2026 in Review

LVW Advisors increased its Prudential Financial (PRU) stake by 5.7% in Q3 2026, buying an estimated $30.3K and bringing the position to 4,737 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #246.

LVW Advisors first reported a position in PRU in Q4 2023 and has held it in 12 quarters since. The position peaked at $888K in Q2 2024. 1,256 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • LVW Advisors held 4,737 shares of Prudential Financial worth $538K as of Q3 2026.
  • LVW Advisors bought 254 Prudential Financial shares in Q3 2026, an estimated $30.3K.
  • Prudential Financial made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #246 holding.
  • LVW Advisors first reported a position in Prudential Financial in Q4 2023 and has held it in 12 quarters since.
  • LVW Advisors's Prudential Financial position peaked at $888K in Q2 2024.
  • 1,256 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.