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Merit Financial Group’s Prudential Financial PRU Stock Holding History

Merit Financial Group’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 		$2.51M Buy
23,228
+5,989
+35% +$609K 0.02% 655
2026
Q1 		$1.68M Buy
17,239
+1,474
+9% +$153K 0.01% 753
2025
Q4 		$1.78M Buy
15,765
+762
+5% +$81.7K 0.01% 695
2025
Q3 		$1.56M Buy
15,003
+1,109
+8% +$117K 0.01% 668
2025
Q2 		$1.49M Buy
13,894
+3,328
+31% +$345K 0.02% 624
2025
Q1 		$1.18M Buy
10,566
+3,939
+59% +$449K 0.02% 599
2024
Q4 		$785K Buy
6,627
+3,824
+136% +$472K 0.01% 570
2024
Q3 		$339K Sell
2,803
-880
-24% -$104K 0.01% 643
2024
Q2 		$432K Sell
3,683
-71
-2% -$8.19K 0.01% 619
2024
Q1 		$421K Buy
3,754
+726
+24% +$78.2K 0.01% 602
2023
Q4 		$314K Buy
3,028
+576
+23% +$55.2K 0.01% 610
2023
Q3 		$233K Buy
+2,452
New +$232K 0.01% 661
2023
Q1 		– Sell
-3,559
Closed -$354K – 699
2022
Q4 		$354K Buy
3,559
+26
+0.7% +$2.63K 0.01% 502
2022
Q3 		$303K Buy
3,533
+1,406
+66% +$135K 0.01% 436
2022
Q2 		$204K Buy
+2,127
New +$225K 0.01% 517

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

Merit Financial Group's PRU Position: Q2 2026 in Review

Merit Financial Group increased its Prudential Financial (PRU) stake by 35% in Q2 2026, buying an estimated $609K and bringing the position to 23,228 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #655.

Merit Financial Group first reported a position in PRU in Q2 2022 and has held it in 15 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Merit Financial Group held 23,228 shares of Prudential Financial worth $2.51M as of Q2 2026.
  • Merit Financial Group bought 5,989 Prudential Financial shares in Q2 2026, an estimated $609K.
  • Prudential Financial made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #655 holding.
  • Merit Financial Group first reported a position in Prudential Financial in Q2 2022 and has held it in 15 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.