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Prudential Financial shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

All positions including Prudential Financial held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prudential Financial by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 1.9k 107.95

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Etf (USMV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Msci Eafe (IEFA)
Brown & Brown (BRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Summit Wealth Partners

Top funds holding Prudential Financial

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Invesco
Goldman Sachs Group
Northern Trust
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Nippon Life insurance
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Prudential Financial