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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

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. 298 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.
  • 298 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.