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
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All positions including Prudential Financial held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
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