RWM
PRU icon

RMG Wealth Management’s Prudential Financial PRU Stock Holding History

RMG 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 		$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

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

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

RMG Wealth Management held its Prudential Financial (PRU) position steady in Q2 2026 at 204 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

RMG Wealth Management first reported a position in PRU in Q2 2025 and has held it in 5 quarters since. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • RMG Wealth Management held 204 shares of Prudential Financial worth $25K as of Q2 2026.
  • RMG Wealth Management left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #217 holding.
  • RMG Wealth Management first reported a position in Prudential Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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