Prudential Financial shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $219k | 2.1k | 103.76 |
| 2025-06-30 | $224k | 2.1k | 107.43 |
| 2025-03-31 | $281k | 2.5k | 111.68 |
| 2024-12-31 | $321k | 2.7k | 118.51 |
| 2024-09-30 | $298k | 2.5k | 121.11 |
| 2024-06-30 | $289k | 2.5k | 117.21 |
| 2024-03-31 | $280k | 2.4k | 117.39 |
| 2023-09-30 | $370k | 3.9k | 94.90 |
| 2023-06-30 | $339k | 3.8k | 88.23 |
| 2022-03-31 | $200k | 1.7k | 118.34 |
| 2017-06-30 | $947k | 8.8k | 108.15 |
| 2017-03-31 | $796k | 7.5k | 106.69 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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