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Prudential Financial shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

All positions including Prudential Financial held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prudential Financial by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6k 35 103.74
2025-06-30 $3.8k 35 107.43
2022-12-31 $12k 125 99.46
2021-06-30 $4.0k 38 105.26

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View all positions for GoalVest Advisory

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