RMG Wealth Management’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$19K Sell
162
-42
-21% -$5.01K ﹤0.01% 244
2026
Q2
$25K Hold
204
– – ﹤0.01% 217
2026
Q1
$20.6K Buy
204
+102
+100% +$10.6K ﹤0.01% 224
2025
Q4
$11.1K Hold
102
– – ﹤0.01% 256
2025
Q3
$10.4K Hold
102
– – ﹤0.01% 226
2025
Q2
$10.5K Buy
+102
New +$10.6K ﹤0.01% 225

Other funds holding PRU

RMG Wealth Management's PRU Position: Q3 2026 in Review

RMG Wealth Management reduced its Prudential Financial (PRU) stake by 21% in Q3 2026, selling an estimated $5.01K and leaving 162 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

RMG Wealth Management first reported a position in PRU in Q2 2025 and has held it in 6 quarters since. The position peaked at $25K in Q2 2026. 456 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • RMG Wealth Management held 162 shares of Prudential Financial worth $19K as of Q3 2026.
  • RMG Wealth Management sold 42 Prudential Financial shares in Q3 2026, an estimated $5.01K.
  • Prudential Financial made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #244 holding.
  • RMG Wealth Management first reported a position in Prudential Financial in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Prudential Financial position peaked at $25K in Q2 2026.
  • 456 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.