PRU PRUDENTIAL FINL INC

Ownership history in Verity & Verity, LLC  ·  35 quarters on record

AI Ownership Summary

Verity & Verity, LLC reported PRUDENTIAL FINL INC (PRU) in 35 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.2% in 2024 Q2. The latest visible filing shows PRU at 1.75% 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 Verity & Verity, LLC's position in PRUDENTIAL FINL INC, 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 Q4

PRU was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2024 Q2

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Verity & Verity, LLC held PRU — position size vs. price
% of Fund (quarterly)    PRU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 199,317 +4,257 +2.2% 1.75% $22.5M 2026-02-14 (Est.) $103.21
2025 Q3 ADDED 195,060 +6,040 +3.2% 1.62% $20.2M 2025-10-21 $99.19
2025 Q2 REDUCED 189,020 -301 -0.2% 1.75% $20.3M 2025-08-12 $101.16
2025 Q1 ADDED 189,321 +6,620 +3.6% 1.86% $21.1M 2025-04-16 $93.63
2024 Q4 ADDED 182,701 +8,778 +5.0% 1.98% $21.7M 2025-01-15 $112.61
2024 Q3 ADDED 173,923 +5,057 +3.0% 2.06% $21.1M 2024-11-07 $115.01
2024 Q2 REDUCED 168,866 -7,785 -4.4% 2.20% $19.8M 2024-08-08 $99.80
2023 Q4 ADDED 176,651 +3,251 +1.9% 2.14% $18.3M 2024-02-12 $96.22
2023 Q3 ADDED 173,400 +31,641 +22.3% 2.09% $16.4M 2023-10-19 $82.62
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Verity & Verity, 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 Verity & Verity, LLC reported owning PRU?

Verity & Verity, LLC reported PRU across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PRU position in Verity & Verity, LLC's portfolio?

The largest reported portfolio weight for PRU was 2.20% in 2024 Q2.

What is the latest reported PRU position on this page?

The most recent filing on this page is 2025 Q4, when Verity & Verity, LLC reported 199,317 shares, equal to 1.75% of portfolio, with an estimated market value of $22.5M.

What does the chart on this PRU ownership page compare?

The chart compares Verity & Verity, 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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