Prudential Financial shares owned by Forum Financial Management
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 10k | 103.74 |
| 2025-06-30 | $999k | 9.3k | 107.44 |
| 2025-03-31 | $1.0M | 9.3k | 111.69 |
| 2024-12-31 | $1.1M | 9.4k | 118.52 |
| 2024-09-30 | $1.1M | 9.1k | 121.09 |
| 2024-06-30 | $1.1M | 9.2k | 117.20 |
| 2024-03-31 | $1.1M | 9.2k | 117.40 |
| 2023-12-31 | $668k | 6.4k | 103.70 |
| 2023-09-30 | $619k | 6.5k | 94.89 |
| 2023-06-30 | $575k | 6.5k | 88.22 |
| 2023-03-31 | $492k | 5.9k | 82.75 |
| 2022-12-31 | $591k | 5.9k | 99.46 |
| 2022-09-30 | $520k | 6.1k | 85.81 |
| 2022-06-30 | $577k | 6.0k | 95.72 |
| 2022-03-31 | $690k | 5.8k | 118.01 |
| 2021-12-31 | $643k | 5.9k | 108.30 |
More positions owned by Forum Financial Management
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