Prudential Financial shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $306k | 2.7k | 112.86 |
| 2023-03-31 | $247k | 3.0k | 82.73 |
| 2022-12-31 | $297k | 3.0k | 99.47 |
| 2022-09-30 | $256k | 3.0k | 85.85 |
| 2022-06-30 | $285k | 3.0k | 95.51 |
| 2022-03-31 | $309k | 2.6k | 118.16 |
| 2021-12-31 | $284k | 2.6k | 108.23 |
| 2021-09-30 | $275k | 2.6k | 105.08 |