Grey Fox Wealth Advisors, LLC PRU β€” Prudential Finl

Ownership history in Grey Fox Wealth Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Grey Fox Wealth Advisors, LLC reported Prudential Finl (PRU) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows PRU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grey Fox Wealth Advisors, LLC's position in Prudential Finl, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PRU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grey Fox Wealth Advisors, LLC held PRU β€” position size vs. price
% of Fund (quarterly)    PRU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 59 β€” β€” 0.00% $6K 2025-10-29 $98.53

FAQ About Grey Fox Wealth Advisors, LLC and PRU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grey Fox Wealth Advisors, LLC reported owning PRU?

Grey Fox Wealth Advisors, LLC reported PRU across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported PRU position in Grey Fox Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PRU was 0.00% in 2025 Q3.

What is the latest reported PRU position on this page?

The most recent filing on this page is 2025 Q3, when Grey Fox Wealth Advisors, LLC reported 59 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this PRU ownership page compare?

The chart compares Grey Fox Wealth Advisors, LLC's quarterly PRU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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