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 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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LVW Advisors's PRU Position: Q2 2026 in Review

LVW Advisors reduced its Prudential Financial (PRU) stake by 4% in Q2 2026, selling an estimated $19K and leaving 4,483 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #241.

LVW Advisors first reported a position in PRU in Q4 2023 and has held it in 11 quarters since. The position peaked at $888K in Q2 2024. 614 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

LVW Advisors held 4,483 shares of Prudential Financial worth $484K as of Q2 2026.
LVW Advisors sold 187 Prudential Financial shares in Q2 2026, an estimated $19K.
Prudential Financial made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #241 holding.
LVW Advisors first reported a position in Prudential Financial in Q4 2023 and has held it in 11 quarters since.
LVW Advisors's Prudential Financial position peaked at $888K in Q2 2024.
614 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.