WMG Financial Advisors, LLC PRU — PRUDENTIAL FINL INC

Ownership history in WMG Financial Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

WMG Financial Advisors, LLC reported PRUDENTIAL FINL INC (PRU) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2024 Q2. The latest visible filing shows PRU at 0.32% 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 WMG Financial Advisors, 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
2026 Q1

PRU was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% 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 Q4 to 2026 Q1

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.

PRU stock page WMG Financial Advisors, LLC fund profile WMG Financial Advisors, LLC full holdings
How WMG Financial Advisors, LLC held PRU — position size vs. price
% of Fund (quarterly)    PRU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,905 +131 +1.7% 0.32% $772K 2026-04-23 $94.35
2025 Q4 REDUCED 21.6% -12.3% ✅ 7,774 -2,141 -21.6% 0.36% $878K 2026-01-28 $106.25
2025 Q3 REDUCED — — — 9,915 -8 -0.1% 0.34% $1.0M 2025-10-23 $99.09
2025 Q2 ADDED — — — 9,923 +250 +2.6% 0.39% $1.1M 2025-07-24 $100.29
2025 Q1 REDUCED — — — 9,673 -13 -0.1% 0.46% $1.1M 2025-05-06 $96.72
2024 Q4 ADDED — — — 9,686 +61 +0.6% 0.49% $1.1M 2025-02-06 $106.47
2024 Q3 REDUCED — — — 9,625 -52 -0.5% 0.53% $1.2M 2024-10-31 $113.71
2024 Q2 ADDED — — — 9,677 +850 +9.6% 0.60% $1.1M 2024-07-30 $115.63
2024 Q1 REDUCED — — — 8,827 -3 -0.0% 0.59% $1.0M 2024-05-07 $105.55
2023 Q4 REDUCED 13.4% +13.5% ❌ 8,830 -1,370 -13.4% 0.60% $916K 2024-02-08 $97.46
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRU

As of 2026 Q1 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 4.9% Orca Investment Management, LLC 3Y 7Y 2.05% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.57% Verity & Verity, LLC 3Y 7Y 1.55% Allen Mooney & Barnes Investment Advisors LLC 1.47% Eagle Capital Management, LLC 3Y 7Y 1.38% LMG Wealth Partners, LLC 3Y 1.3% Hudson Capital Management LLC 3Y 7Y 1.28% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.25% Board of the Pension Protection Fund 1.25%

FAQ About WMG Financial 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 WMG Financial Advisors, LLC reported owning PRU?

WMG Financial Advisors, LLC reported PRU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PRU position in WMG Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for PRU was 0.60% in 2024 Q2.

What is the latest reported PRU position on this page?

The most recent filing on this page is 2026 Q1, when WMG Financial Advisors, LLC reported 7,905 shares, equal to 0.32% of portfolio, with an estimated market value of $772K.

What does the chart on this PRU ownership page compare?

The chart compares WMG Financial 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.

How well did WMG Financial Advisors, LLC time their PRU position?

Based on 13F filing dates vs. subsequent PRU price moves, WMG Financial Advisors, LLC correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on PRU relative to SPY over the holding period was -12.0%.

← Back to WMG Financial Advisors, LLC Holdings