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Prudential Financial shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Prudential Financial

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All positions including Prudential Financial held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prudential Financial by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.2k 50 103.30

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First Trust Laddered Buffer ETF Etf (BUFR)
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Legacy Ed Stock (LGCY)
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First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
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SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

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