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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

PRU holding history

Prudential Financial Inc in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
20,000
Value
$2.16M
% of portfolio
0.2%
Quarters held
19
Since Q3 2021
Holdings of PRU by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,000$2.16M0.2%−275−1.4%ReducedHolders
Q1 202620,275$1.98M0.2%−1,031−4.8%ReducedHolders
Q4 202521,306$2.41M0.2%−138−0.6%ReducedHolders
Q3 202521,444$2.22M0.2%−565−2.6%ReducedHolders
Q2 202522,009$2.36M0.2%+150+0.7%AddedHolders
Q1 202521,859$2.44M0.2%−677−3.0%ReducedHolders
Q4 202422,536$2.67M0.2%−1,140−4.8%ReducedHolders
Q3 202423,676$2.87M0.3%−430−1.8%ReducedHolders
Q2 202424,106$2.82M0.3%−1,236−4.9%ReducedHolders
Q1 202425,342$2.98M0.3%−7,465−22.8%ReducedHolders
Q4 202332,807$3.40M0.4%−430−1.3%ReducedHolders
Q3 202333,237$3.15M0.4%+89+0.3%AddedHolders
Q2 202333,148$2.92M0.3%+607+1.9%AddedHolders
Q1 202332,541$2.69M0.3%−371−1.1%ReducedHolders
Q4 202232,912$3.27M0.4%−19−0.1%ReducedHolders
Q3 202232,931$2.83M0.4%+32,931NewHolders
Q2 20220$00.0%−32,790−100.0%Sold outHolders
Q1 202232,790$3.88M0.5%+979+3.1%AddedHolders
Q4 202131,811$3.44M0.4%−46−0.1%ReducedHolders
Q3 202131,857$3.35M0.4%+31,857NewHolders