Lynx Investment Advisory’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
$296K Buy
+3,030
New +$314K 0.14% 143
2024
Q3
Sell
-252
Closed -$29.5K 618
2024
Q2
$29.5K Buy
+252
New +$29.1K 0.02% 295

Other funds holding PRU

Lynx Investment Advisory's PRU Position: Q1 2026 in Review

Lynx Investment Advisory opened a new position in Prudential Financial (PRU) in Q1 2026: 3,030 shares worth $296K. The stake represents 0.14% of the portfolio and ranks #143 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in PRU as recently as Q2 2024.

Lynx Investment Advisory first reported a position in PRU in Q2 2024 and has held it in 2 quarters since. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Lynx Investment Advisory held 3,030 shares of Prudential Financial worth $296K as of Q1 2026.
  • Prudential Financial was a new Lynx Investment Advisory position in Q1 2026.
  • Prudential Financial made up 0.14% of Lynx Investment Advisory's portfolio in Q1 2026, its #143 holding.
  • Lynx Investment Advisory first reported a position in Prudential Financial in Q2 2024 and has held it in 2 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.