PRU PRUDENTIAL FINL INC COM

Ownership history in Richard Bernstein Advisors LLC  ·  32 quarters on record

AI Ownership Summary

Richard Bernstein Advisors LLC reported PRUDENTIAL FINL INC COM (PRU) in 32 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows PRU at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Richard Bernstein Advisors LLC's position in PRUDENTIAL FINL INC COM, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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 Richard Bernstein Advisors LLC held PRU — position size vs. price
% of Fund (quarterly)    PRU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,108 -14,114 -58.3% 0.03% $1.0M 2025-11-13 $105.02
2025 Q2 REDUCED 24,222 -1,801 -6.9% 0.06% $2.6M 2025-08-06 $100.06
2025 Q1 REDUCED 26,023 -1,169 -4.3% 0.07% $2.9M 2025-04-29 $98.77
2024 Q4 UNCHANGED 27,192 0% 0.07% $3.2M 2025-02-04 $110.63
2024 Q3 UNCHANGED 27,192 0% 0.07% $3.3M 2024-11-08 $113.16
2024 Q2 UNCHANGED 27,192 0% 0.07% $3.2M 2024-07-30 $115.63
2024 Q1 ADDED 27,192 +16,495 +154.2% 0.07% $3.2M 2024-05-09 $107.11
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Richard Bernstein 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 Richard Bernstein Advisors LLC reported owning PRU?

Richard Bernstein Advisors LLC reported PRU across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported PRU position in Richard Bernstein Advisors LLC's portfolio?

The largest reported portfolio weight for PRU was 0.07% in 2024 Q4.

What is the latest reported PRU position on this page?

The most recent filing on this page is 2025 Q3, when Richard Bernstein Advisors LLC reported 10,108 shares, equal to 0.03% of portfolio, with an estimated market value of $1.0M.

What does the chart on this PRU ownership page compare?

The chart compares Richard Bernstein 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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