Prudential Financial shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Prudential Financial
Tip: Access up to 7 years of quarterly data
All positions including Prudential Financial held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Prudential Financial by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $459k | 4.1k | 112.87 |
| 2025-09-30 | $389k | 3.7k | 103.73 |
| 2025-06-30 | $407k | 3.8k | 107.43 |
| 2025-03-31 | $386k | 3.5k | 111.67 |
| 2024-12-31 | $363k | 3.1k | 118.26 |
| 2024-09-30 | $350k | 2.9k | 121.09 |
| 2024-06-30 | $341k | 2.9k | 118.62 |
| 2024-03-31 | $336k | 2.9k | 117.39 |
| 2023-12-31 | $309k | 2.9k | 105.57 |
| 2023-09-30 | $288k | 3.1k | 93.85 |
| 2023-06-30 | $269k | 2.9k | 91.91 |
| 2023-03-31 | $222k | 1.9k | 116.60 |
| 2022-12-31 | $189k | 1.9k | 99.26 |
| 2022-09-30 | $150k | 1.7k | 89.39 |
| 2022-06-30 | $120k | 1.3k | 96.00 |
| 2022-03-31 | $145k | 1.2k | 118.37 |
| 2021-12-31 | $114k | 1.1k | 108.26 |
| 2021-09-30 | $82k | 778 | 105.40 |
| 2021-06-30 | $73k | 708 | 103.11 |
| 2021-03-31 | $64k | 708 | 90.40 |
| 2020-12-31 | $43k | 546 | 78.75 |
| 2020-09-30 | $35k | 546 | 64.10 |
| 2020-06-30 | $43k | 711 | 60.48 |
| 2020-03-31 | $323k | 6.2k | 52.11 |
| 2019-12-31 | $511k | 5.4k | 93.78 |
| 2019-09-30 | $476k | 5.3k | 89.91 |
| 2019-06-30 | $529k | 5.2k | 100.99 |
| 2019-03-31 | $466k | 5.1k | 91.82 |
| 2018-12-31 | $412k | 5.1k | 81.50 |