Bernard Wealth Management Corp. »

Prudential Financial shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

All positions including Prudential Financial held by Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2k 50 103.74
2025-06-30 $5.4k 50 107.44
2025-03-31 $9.5k 85 111.68
2024-12-31 $5.9k 50 118.54