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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

PRU holding history

Prudential Financial Inc in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRU overviewAll 13F holders of PRUFull Q3 2025 holdings

Shares (Q3 2025)
6,989
Value
$725.0K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of PRU by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20256,989$725.0K<0.1%−600−7.9%ReducedHolders
Q2 20257,589$815.4K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202412,174$1.44M0.1%−334−2.7%ReducedHolders
Q3 202412,508$1.51M0.1%+51+0.4%AddedHolders
Q2 202412,457$1.46M0.1%+2,639+26.9%AddedHolders
Q1 20249,818$1.15M0.1%−55−0.6%ReducedHolders
Q4 20239,873$1.02M0.1%−1,734−14.9%ReducedHolders
Q3 202311,607$1.10M0.1%+3,110+36.6%AddedHolders
Q2 20238,497$749.6K<0.1%−1,732−16.9%ReducedHolders
Q1 202310,229$846.3K<0.1%−1,227−10.7%ReducedHolders
Q4 202211,456$1.14M0.1%−1,956−14.6%ReducedHolders
Q3 202213,412$1.15M0.1%+2,339+21.1%AddedHolders
Q2 202211,073$1.06M0.1%−1,228−10.0%ReducedHolders
Q1 202212,301$1.45M0.1%+1,948+18.8%AddedHolders
Q4 202110,353$1.12M0.1%+768+8.0%AddedHolders
Q3 20219,585$1.01M0.1%+247+2.6%AddedHolders
Q2 20219,338$957.0K0.1%+902+10.7%AddedHolders
Q1 20218,436$769.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.