PRU — PRUDENTIAL FINL INC COM

Ownership history in MATHER GROUP, LLC.  ·  7 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in PRUDENTIAL FINL INC COM (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
0.01% (2011 Q2)
Avg. % of fund
0.0%
First filed
2011 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,550 +71 +4.8% 0.00% $161K $101.02
2025 Q1 ADDED 1,479 +188 +14.6% 0.00% $165K $106.03
2024 Q4 ADDED 1,291 +518 +67.0% 0.00% $153K $111.17
2024 Q3 REDUCED 773 -360 -31.8% 0.00% $94K $112.43
3 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 MATHER GROUP, LLC. Holdings