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RFG Advisory’s Prudential Financial PRU Stock Holding History

RFG Advisory’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 		$395K Buy
3,656
+190
+5% +$19.3K 0.01% 857
2026
Q1 		$339K Sell
3,466
-847
-20% -$87.7K 0.01% 866
2025
Q4 		$487K Buy
4,313
+396
+10% +$42.5K 0.01% 722
2025
Q3 		$406K Buy
3,917
+212
+6% +$22.3K 0.01% 742
2025
Q2 		$398K Sell
3,705
-45
-1% -$4.66K 0.01% 710
2025
Q1 		$419K Sell
3,750
-6,739
-64% -$768K 0.01% 621
2024
Q4 		$1.24M Buy
10,489
+1,488
+17% +$184K 0.04% 333
2024
Q3 		$1.09M Sell
9,001
-81
-0.9% -$9.58K 0.03% 350
2024
Q2 		$1.06M Buy
9,082
+4,508
+99% +$520K 0.03% 332
2024
Q1 		$537K Sell
4,574
-62
-1% -$6.68K 0.02% 487
2023
Q4 		$481K Sell
4,636
-3,524
-43% -$338K 0.02% 454
2023
Q3 		$774K Sell
8,160
-487
-6% -$46.1K 0.03% 332
2023
Q2 		$763K Buy
8,647
+38
+0.4% +$3.18K 0.03% 346
2023
Q1 		$712K Buy
8,609
+1,773
+26% +$169K 0.03% 338
2022
Q4 		$696K Sell
6,836
-670
-9% -$67.9K 0.04% 342
2022
Q3 		$775K Buy
7,506
+649
+9% +$62.5K 0.04% 299
2022
Q2 		$662K Buy
6,857
+2,481
+57% +$263K 0.04% 296
2022
Q1 		$517K Sell
4,376
-233
-5% -$26.5K 0.03% 313
2021
Q4 		$499K Sell
4,609
-7
-0.2% -$760 0.03% 307
2021
Q3 		$486K Sell
4,616
-353
-7% -$36.4K 0.04% 280
2021
Q2 		$509K Buy
4,969
+406
+9% +$41.5K 0.05% 264
2021
Q1 		$416K Buy
+4,563
New +$391K 0.05% 282
2020
Q4 		– Sell
-3,428
Closed -$218K – 457
2020
Q3 		$218K Sell
3,428
-75
-2% -$4.93K 0.03% 369
2020
Q2 		$213K Buy
+3,503
New +$206K 0.03% 352
2019
Q1 		– Sell
-2,629
Closed -$214K – 293
2018
Q4 		$214K Sell
2,629
-423
-14% -$39K 0.05% 233
2018
Q3 		$309K Buy
3,052
+386
+14% +$38K 0.08% 220
2018
Q2 		$249K Buy
+2,666
New +$269K 0.08% 176

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

RFG Advisory's PRU Position: Q2 2026 in Review

RFG Advisory increased its Prudential Financial (PRU) stake by 5.5% in Q2 2026, buying an estimated $19.3K and bringing the position to 3,656 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #857.

RFG Advisory first reported a position in PRU in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.24M in Q4 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • RFG Advisory held 3,656 shares of Prudential Financial worth $395K as of Q2 2026.
  • RFG Advisory bought 190 Prudential Financial shares in Q2 2026, an estimated $19.3K.
  • Prudential Financial made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #857 holding.
  • RFG Advisory first reported a position in Prudential Financial in Q2 2018 and has held it in 27 quarters since.
  • RFG Advisory's Prudential Financial position peaked at $1.24M in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.