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Prudential Financial shares owned by Pension & Wealth Management Advisors

Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Pension & Wealth Management Advisors from 13F filings

Historical chart of Pension & Wealth Management Advisors investment in Prudential Financial

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All positions including Prudential Financial held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prudential Financial by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $135k 1.3k 107.93
2026-03-31 $123k 1.3k 97.69
2025-12-31 $142k 1.3k 112.88
2025-09-30 $415 4 103.75
2025-06-30 $430 4 107.50