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Prudential Financial shares owned by Wilkerson Advisory Group

Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Wilkerson Advisory Group from 13F filings

Historical chart of Wilkerson Advisory Group investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

All positions including Prudential Financial held by Wilkerson Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prudential Financial by Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $38k 387 97.69

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State Street Spdr S&p 500 Etf Etf (SPY)
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Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

Top funds holding Prudential Financial

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
Invesco
Northern Trust
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Legal & General Group
Nippon Life insurance
Charles Schwab Investment Management

View all funds holding Prudential Financial