Ownership history in KWB Wealth · 16 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,103 | -532 | -20.2% | 0.02% | $226K | $101.02 |
| 2025 Q2 | REDUCED | 2,635 | -2,001 | -43.2% | 0.04% | $294K | $103.29 |
| 2025 Q1 | ADDED | 4,636 | +13 | +0.3% | 0.07% | $550K | $106.03 |
| 2024 Q4 | ADDED | 4,623 | +1,267 | +37.8% | 0.07% | $560K | $111.17 |
As of 2025 Q4 — sorted by position size