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Prudential Financial shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Prudential Financial by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 1.8k 112.88
2025-03-31 $211k 1.9k 111.68
2024-12-31 $224k 1.9k 118.53
2024-09-30 $229k 1.9k 121.10
2024-06-30 $217k 1.9k 117.19
2024-03-31 $217k 1.8k 117.40
2022-03-31 $218k 1.8k 118.22
2020-12-31 $134k 1.7k 77.86

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View all positions for Regent Peak Wealth Advisors

Top funds holding Prudential Financial

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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
Nordea Investment Management Ab

View all funds holding Prudential Financial