Prudential Financial shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $204k | 1.8k | 113.61 |
| 2022-03-31 | $200k | 1.7k | 118.27 |
| 2019-12-31 | $4.5M | 50k | 90.35 |
| 2019-09-30 | $4.2M | 47k | 89.43 |
| 2019-06-30 | $4.3M | 42k | 100.99 |
| 2019-03-31 | $3.2M | 33k | 96.46 |
| 2018-12-31 | $2.3M | 28k | 81.55 |
| 2018-09-30 | $4.0M | 41k | 97.39 |
More positions owned by Summit Financial Wealth Advisors
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