FORM Wealth Advisors »

Prudential Financial shares owned by FORM Wealth Advisors

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

Historical chart of FORM Wealth Advisors investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

All positions including Prudential Financial held by FORM Wealth Advisors 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 FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $420k 3.9k 107.44
2025-03-31 $427k 3.8k 111.68

More positions owned by FORM Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM Wealth Advisors

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