PRU — PRUDENTIAL FINL INC

Ownership history in Bison Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in PRUDENTIAL FINL INC (PRU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.48% (2022 Q4)
Avg. % of fund
0.23%
First filed
2017 Q4
Last filed
2024 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 6,110 -5,144 -45.7% 0.12% $740K $112.43
2024 Q2 UNCHANGED 11,254 — 0% 0.21% $1.3M $107.58
2024 Q1 REDUCED 11,254 -42 -0.4% 0.21% $1.3M $106.61
2023 Q4 REDUCED 11,296 -481 -4.1% 0.21% $1.2M $93.06
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PRU price (monthly, adj. close)

Other funds also holding PRU

As of 2025 Q4 — sorted by position size

Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 2.6% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.55% Orca Wealth Management, LLC 2.3% Orca Investment Management, LLC 3Y 7Y 2.21% New Century Financial Group, LLC 1.88% Kerusso Capital Management LLC 1.85% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.81% Verity & Verity, LLC 3Y 7Y 1.75% Allen Mooney & Barnes Investment Advisors LLC 1.73% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.68%
← Back to Bison Wealth, LLC Holdings