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 |
| 2024 Q3 | REDUCED | 3,356 | -1,611 | -32.4% | 0.05% | $393K | $112.43 |
| 2024 Q2 | REDUCED | 4,967 | -91 | -1.8% | 0.08% | $583K | $107.58 |
| 2024 Q1 | REDUCED | 5,058 | -760 | -13.1% | 0.08% | $594K | $106.61 |
| 2023 Q4 | REDUCED | 5,818 | -33 | -0.6% | 0.09% | $603K | $93.06 |
| 2023 Q3 | ADDED | 5,851 | +31 | +0.5% | 0.08% | $516K | $84.04 |
| 2023 Q2 | ADDED | 5,820 | +195 | +3.5% | 0.08% | $513K | $77.08 |
As of 2025 Q4 — sorted by position size