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Richards, Merrill & Peterson’s Prudential Financial PRU Stock Holding History

Richards, Merrill & Peterson’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 		$396K Buy
3,670
+252
+7% +$25.6K 0.13% 140
2026
Q1 		$334K Buy
3,418
+77
+2% +$7.97K 0.12% 146
2025
Q4 		$377K Buy
3,341
+2
+0.1% +$214 0.14% 134
2025
Q3 		$346K Buy
3,339
+259
+8% +$27.3K 0.15% 127
2025
Q2 		$331K Buy
3,080
+232
+8% +$24K 0.16% 130
2025
Q1 		$318K Buy
2,848
+52
+2% +$5.92K 0.17% 118
2024
Q4 		$331K Buy
+2,796
New +$345K 0.17% 114

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Richards, Merrill & Peterson's PRU Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Prudential Financial (PRU) stake by 7.4% in Q2 2026, buying an estimated $25.6K and bringing the position to 3,670 shares worth $396K. The position accounts for 0.13% of the portfolio, ranked #140.

Richards, Merrill & Peterson first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Richards, Merrill & Peterson held 3,670 shares of Prudential Financial worth $396K as of Q2 2026.
  • Richards, Merrill & Peterson bought 252 Prudential Financial shares in Q2 2026, an estimated $25.6K.
  • Prudential Financial made up 0.13% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #140 holding.
  • Richards, Merrill & Peterson first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • 614 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.