Ritter Daniher Financial Advisory’s Prudential Financial PRU Stock Holding History

Ritter Daniher Financial 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	$32.8K	Sell	304 -259	-46%	-$26.3K	0.01%	313
2026 Q1	$55K	Buy	563 +4	+0.7%	+$414	0.01%	267
2025 Q4	$63.1K	Buy	559 +255	+84%	+$27.3K	0.01%	253
2025 Q3	$31.5K	Hold	304	–	–	0.01%	261
2025 Q2	$32.7K	Sell	304 -75	-20%	-$7.77K	0.01%	201
2025 Q1	$42.3K	Sell	379 -33	-8%	-$3.76K	0.01%	177
2024 Q4	$48.8K	Hold	412	–	–	0.01%	162
2024 Q3	$49.9K	Hold	412	–	–	0.01%	157
2024 Q2	$48.3K	Hold	412	–	–	0.02%	154
2024 Q1	$48.4K	Hold	412	–	–	0.02%	148
2023 Q4	$42.7K	Hold	412	–	–	0.02%	162
2023 Q3	$39.1K	Buy	+412	New	+$39K	0.02%	160

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ritter Daniher Financial Advisory's PRU Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Prudential Financial (PRU) stake by 46% in Q2 2026, selling an estimated $26.3K and leaving 304 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #313.

Ritter Daniher Financial Advisory first reported a position in PRU in Q3 2023 and has held it in 12 quarters since. The position peaked at $63.1K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Ritter Daniher Financial Advisory held 304 shares of Prudential Financial worth $32.8K as of Q2 2026.
Ritter Daniher Financial Advisory sold 259 Prudential Financial shares in Q2 2026, an estimated $26.3K.
Prudential Financial made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #313 holding.
Ritter Daniher Financial Advisory first reported a position in Prudential Financial in Q3 2023 and has held it in 12 quarters since.
Ritter Daniher Financial Advisory's Prudential Financial position peaked at $63.1K in Q4 2025.
1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.