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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 		$109K Sell
1,000
-99,000
-99% -$10.1M 0.01% 829
2026
Q1 		$94.5K Buy
100,000
+99,700
+33,233% +$10.3M 0.01% 787
2025
Q4 		$33.9K Buy
+300
New +$32.2K ﹤0.01% 990
2025
Q2 		– Sell
-6,505
Closed -$726K – 1308
2025
Q1 		$726K Buy
+6,505
New +$741K 0.02% 615

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 51 quarters since. The position peaked at $7.1M in Q4 2014. 1,415 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 51 quarters since.
  • B. Riley Wealth Advisors's Prudential Financial position peaked at $7.1M in Q4 2014.
  • 1,415 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.