Prudential Financial shares owned by KWB Wealth
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 2.1k | 107.44 |
| 2025-06-30 | $294k | 2.6k | 111.66 |
| 2025-03-31 | $550k | 4.6k | 118.53 |
| 2024-12-31 | $560k | 4.6k | 121.09 |
| 2024-09-30 | $393k | 3.4k | 117.18 |
| 2024-06-30 | $583k | 5.0k | 117.41 |
| 2024-03-31 | $594k | 5.1k | 117.41 |
| 2023-12-31 | $603k | 5.8k | 103.71 |
| 2023-09-30 | $516k | 5.9k | 88.22 |
| 2023-06-30 | $513k | 5.8k | 88.22 |
| 2023-03-31 | $560k | 5.6k | 99.47 |
| 2022-12-31 | $525k | 5.3k | 99.47 |
| 2022-09-30 | $325k | 3.8k | 85.68 |
| 2022-06-30 | $339k | 3.5k | 95.57 |
| 2022-03-31 | $303k | 2.8k | 108.18 |
| 2021-12-31 | $303k | 2.8k | 108.18 |