Allied Private Wealth »

Prudential Financial shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

All positions including Prudential Financial held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Prudential Financial by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $168k 1.5k 112.70

More positions owned by Allied Private Wealth

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Avantis International Equity Etf Etf (AVDE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
American Century Diversified Municipal Bond Etf Etf (TAXF)
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)
Ishares U.s. Technology Etf Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Blackstone Stock (BX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Allied Private Wealth

Top funds holding Prudential Financial

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Invesco
Northern Trust
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Legal & General Group
Nippon Life insurance
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management

View all funds holding Prudential Financial