SEC 13F Intelligence

Lmg Wealth Partners, LLC / PRU

Lmg Wealth Partners, LLC’s Prudential Finl Inc Position

Does Lmg Wealth Partners, LLC own Prudential Finl Inc (PRU)? Yes73.3K shares worth $7M (+1.30% of its 13F portfolio) as of Q1 2026, up from 69.6K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
73.3K
% of Portfolio
+1.30%
Quarters Held
14
currently held

Position History PRU

Reported value by quarter
Q4 ’22: $10MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ2 ’23Q3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ2 ’25Q3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202673.3K$7M+1.30%
Q4 202569.6K$8M+1.47%
Q3 202573.8K$8M+1.42%
Q2 202573.9K$8M+1.63%
Q1 202572.6K$8M+1.81%
Q4 202472.0K$9M+1.86%
Q3 202470.9K$9M+1.97%
Q2 202494.7K$11M+2.77%
Q1 202493.7K$11M+2.77%
Q4 2023103.3K$11M+2.97%
Q3 2023102.4K$10M+2.96%
Q2 202398.7K$9M+2.66%
Q1 202396.6K$8M+2.58%
Q4 202295.3K$10M+3.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lmg Wealth Partners, LLC’s full portfolio or all institutional holders of PRU.