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 Q3	$366K	Sell	3,225 -445	-12%	-$53.1K	0.11%	146
2026 Q2	$396K	Buy	3,670 +252	+7%	+$25.6K	0.13%	140
2026 Q1	$334K	Buy	3,418 +77	+2%	+$7.98K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Richards, Merrill & Peterson's PRU Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its Prudential Financial (PRU) stake by 12% in Q3 2026, selling an estimated $53.1K and leaving 3,225 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #146.

Richards, Merrill & Peterson first reported a position in PRU in Q4 2024 and has held it in 8 quarters since. The position peaked at $396K in Q2 2026. 953 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Richards, Merrill & Peterson held 3,225 shares of Prudential Financial worth $366K as of Q3 2026.
Richards, Merrill & Peterson sold 445 Prudential Financial shares in Q3 2026, an estimated $53.1K.
Prudential Financial made up 0.11% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #146 holding.
Richards, Merrill & Peterson first reported a position in Prudential Financial in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Prudential Financial position peaked at $396K in Q2 2026.
953 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.