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B. Riley Wealth Advisors’s Prudential Financial PRU Stock Holding History

B. Riley Wealth 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 		$286K Sell
2,620
-116
-4% -$11.8K 0.02% 646
2026
Q1 		$259K Sell
2,736
-469
-15% -$48.6K 0.02% 627
2025
Q4 		$362K Buy
3,205
+17
+0.5% +$1.82K 0.02% 634
2025
Q3 		$331K Sell
3,188
-647
-17% -$68.1K 0.02% 682
2025
Q2 		$412K Buy
+3,835
New +$397K 0.02% 602
2024
Q4 		$2.52M Sell
21,250
-1,203
-5% -$149K 0.08% 240
2024
Q3 		$2.7M Buy
22,453
+477
+2% +$56.4K 0.08% 255
2024
Q2 		$2.58M Sell
21,976
-3,145
-13% -$363K 0.07% 283
2024
Q1 		$2.38M Buy
25,121
+932
+4% +$100K 0.06% 298
2023
Q4 		$2.51M Sell
24,189
-932
-4% -$89.4K 0.07% 297
2023
Q3 		$2.38M Buy
25,121
+3,045
+14% +$288K 0.06% 298
2023
Q2 		$1.95M Buy
22,076
+2,738
+14% +$229K 0.04% 379
2023
Q1 		$1.6M Buy
19,338
+3,969
+26% +$379K 0.04% 409
2022
Q4 		$1.53M Buy
15,369
+2,091
+16% +$212K 0.04% 411
2022
Q3 		$1.14M Buy
13,278
+5,960
+81% +$574K 0.03% 467
2022
Q2 		$701K Sell
7,318
-712
-9% -$75.4K 0.03% 523
2022
Q1 		$950K Sell
8,030
-2,313
-22% -$263K 0.03% 512
2021
Q4 		$1.12M Buy
10,343
+304
+3% +$33K 0.03% 494
2021
Q3 		$1.06M Buy
10,039
+3,340
+50% +$344K 0.03% 501
2021
Q2 		$685K Buy
6,699
+379
+6% +$38.7K 0.02% 646
2021
Q1 		$575K Sell
6,320
-799
-11% -$68.4K 0.02% 667
2020
Q4 		$556K Sell
7,119
-4,766
-40% -$344K 0.03% 507
2020
Q3 		$753K Sell
11,885
-892
-7% -$58.6K 0.04% 390
2020
Q2 		$780K Buy
12,777
+201
+2% +$11.8K 0.05% 330
2020
Q1 		$656K Sell
12,576
-9,362
-43% -$744K 0.06% 323
2019
Q4 		$2.06M Buy
21,938
+3,009
+16% +$276K 0.18% 133
2019
Q3 		$1.7M Buy
18,929
+4,709
+33% +$427K 0.17% 136
2019
Q2 		$1.44M Buy
14,220
+6,137
+76% +$612K 0.16% 139
2019
Q1 		$744K Sell
8,083
-1,311
-14% -$121K 0.09% 241
2018
Q4 		$768K Buy
9,394
+2,263
+32% +$208K 0.11% 204
2018
Q3 		$724K Sell
7,131
-435
-6% -$42.9K 0.09% 244
2018
Q2 		$709K Buy
7,566
+3,693
+95% +$373K 0.09% 237
2018
Q1 		$402K Buy
3,873
+147
+4% +$16.6K 0.06% 364
2017
Q4 		$431K Sell
3,726
-486
-12% -$54.6K 0.06% 351
2017
Q3 		$449K Buy
4,212
+195
+5% +$20.8K 0.07% 283
2017
Q2 		$437K Sell
4,017
-225
-5% -$23.9K 0.08% 276
2017
Q1 		$454K Sell
4,242
-2,141
-34% -$231K 0.09% 252
2016
Q4 		$665K Sell
6,383
-388
-6% -$36.8K 0.14% 183
2016
Q3 		$554K Sell
6,771
-5,313
-44% -$408K 0.11% 231
2016
Q2 		$580K Sell
12,084
-566
-4% -$42.7K 0.12% 220
2016
Q1 		$667K Buy
12,650
+5,024
+66% +$350K 0.15% 163
2015
Q4 		$622K Sell
7,626
-2,045
-21% -$169K 0.13% 200
2015
Q3 		$739K Sell
9,671
-920
-9% -$77.2K 0.18% 152
2015
Q2 		$931K Buy
10,591
+171
+2% +$14.5K 0.23% 114
2015
Q1 		$836K Buy
10,420
+346
+3% +$28K 0.2% 133
2014
Q4 		$7.1K Buy
+10,074
New +$865K 0.15% 157
2014
Q3 		– Sell
-5,439
Closed -$483K – 1578
2014
Q2 		$483K Buy
5,439
+3,571
+191% +$300K 0.11% 203
2014
Q1 		$158K Buy
1,868
+223
+14% +$19.2K 0.05% 465
2013
Q4 		$152K Sell
1,645
-58
-3% -$4.95K 0.05% 431
2013
Q3 		$133K Buy
+1,703
New +$134K 0.05% 468

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's PRU Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Prudential Financial (PRU) stake by 4.2% in Q2 2026, selling an estimated $11.8K and leaving 2,620 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #646.

B. Riley Wealth Advisors first reported a position in PRU in Q3 2013 and has held it in 50 quarters since. The position peaked at $2.7M in Q3 2024. 281 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • B. Riley Wealth Advisors held 2,620 shares of Prudential Financial worth $286K as of Q2 2026.
  • B. Riley Wealth Advisors sold 116 Prudential Financial shares in Q2 2026, an estimated $11.8K.
  • Prudential Financial made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #646 holding.
  • B. Riley Wealth Advisors first reported a position in Prudential Financial in Q3 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's Prudential Financial position peaked at $2.7M in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.