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Prudential Financial shares owned by BankPlus Wealth Management

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

Historical chart of BankPlus Wealth Management investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Prudential Financial by BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 2.2k 103.70
2025-06-30 $226k 2.1k 107.44
2025-03-31 $249k 2.2k 111.70

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Ishares Tr Iboxx Inv Cp Etf (LQD)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
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View all positions for BankPlus Wealth Management

Top funds holding Prudential Financial

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Northern Trust
Invesco
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Legal & General Group
Nippon Life insurance
Charles Schwab Investment Management
UBS Group
Bank of New York Mellon

View all funds holding Prudential Financial