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Ritholtz Wealth Management’s Prudential Financial PRU Stock Holding History

Ritholtz Wealth Management’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 		$780K Buy
7,228
+408
+6% +$41.5K 0.01% 696
2026
Q1 		$666K Sell
6,820
-2,706
-28% -$280K 0.01% 685
2025
Q4 		$1.08M Buy
9,526
+2,049
+27% +$220K 0.02% 499
2025
Q3 		$776K Sell
7,477
-1,109
-13% -$117K 0.02% 555
2025
Q2 		$923K Sell
8,586
-407
-5% -$42.2K 0.02% 471
2025
Q1 		$1M Sell
8,993
-96
-1% -$10.9K 0.03% 401
2024
Q4 		$1.08M Buy
9,089
+360
+4% +$44.4K 0.03% 347
2024
Q3 		$1.06M Buy
8,729
+1,489
+21% +$176K 0.03% 360
2024
Q2 		$848K Buy
7,240
+979
+16% +$113K 0.03% 387
2024
Q1 		$735K Sell
6,261
-692
-10% -$74.6K 0.03% 436
2023
Q4 		$721K Sell
6,953
-879
-11% -$84.3K 0.03% 404
2023
Q3 		$743K Buy
7,832
+3,748
+92% +$355K 0.03% 358
2023
Q2 		$360K Buy
+4,084
New +$342K 0.02% 501
2022
Q4 		– Sell
-6,306
Closed -$541K – 706
2022
Q3 		$541K Buy
+6,306
New +$607K 0.03% 377

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

Ritholtz Wealth Management's PRU Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Prudential Financial (PRU) stake by 6% in Q2 2026, buying an estimated $41.5K and bringing the position to 7,228 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #696.

Ritholtz Wealth Management first reported a position in PRU in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Ritholtz Wealth Management held 7,228 shares of Prudential Financial worth $780K as of Q2 2026.
  • Ritholtz Wealth Management bought 408 Prudential Financial shares in Q2 2026, an estimated $41.5K.
  • Prudential Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #696 holding.
  • Ritholtz Wealth Management first reported a position in Prudential Financial in Q3 2022 and has held it in 14 quarters since.
  • Ritholtz Wealth Management's Prudential Financial position peaked at $1.08M in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.