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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RMG Wealth Management's PRU Position: Q1 2026 in Review

RMG Wealth Management increased its Prudential Financial (PRU) stake by 100% in Q1 2026, buying an estimated $10.6K and bringing the position to 204 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

RMG Wealth Management first reported a position in PRU in Q2 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • RMG Wealth Management held 204 shares of Prudential Financial worth $20.6K as of Q1 2026.
  • RMG Wealth Management bought 102 Prudential Financial shares in Q1 2026, an estimated $10.6K.
  • Prudential Financial made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #224 holding.
  • RMG Wealth Management first reported a position in Prudential Financial in Q2 2025 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.