Prudential Financial shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in Prudential Financial
Tip: Access up to 7 years of quarterly data
All positions including Prudential Financial held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Prudential Financial by Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $258k | 2.5k | 103.73 |
| 2025-06-30 | $233k | 2.2k | 107.33 |
| 2025-03-31 | $341k | 3.1k | 111.68 |
| 2024-12-31 | $441k | 3.7k | 118.53 |
| 2024-09-30 | $444k | 3.7k | 121.10 |
| 2024-06-30 | $364k | 3.1k | 117.19 |
| 2024-03-31 | $385k | 3.3k | 117.40 |
| 2023-12-31 | $340k | 3.3k | 103.71 |
| 2023-09-30 | $339k | 3.6k | 94.89 |
| 2023-06-30 | $373k | 4.2k | 88.22 |
| 2023-03-31 | $350k | 4.2k | 82.74 |
| 2022-12-31 | $473k | 4.8k | 99.46 |
| 2022-09-30 | $439k | 4.3k | 101.48 |
| 2022-06-30 | $340k | 3.6k | 95.69 |
| 2022-03-31 | $353k | 3.4k | 105.18 |
| 2021-12-31 | $334k | 3.1k | 108.37 |
More positions owned by Paragon Private Wealth Management
View all positions for Paragon Private Wealth Management