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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

PRU holding history

Prudential Financial Inc in every 13F filed by Ibex Wealth Advisors, 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 Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2021
Holdings of PRU by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−389−100.0%Sold outHolders
Q2 2024389$45.6K<0.1%−65,155−99.4%ReducedHolders
Q1 202465,544$6.52M1.8%+65,538+1,092,300.0%AddedHolders
Q4 20236$6740.1%−67,205−100.0%ReducedHolders
Q3 202367,211$6.38M1.6%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202368,346$5.66M1.5%+2,802+4.3%AddedHolders
Q4 202265,544$6.52M1.5%+290.0%AddedHolders
Q3 202265,515$5.62M1.5%−59−0.1%ReducedHolders
Q2 202265,574$6.27M1.4%+1,654+2.6%AddedHolders
Q1 202263,920$7.55M1.4%+6,472+11.3%AddedHolders
Q4 202157,448$6.22M1.1%+57,181+21,416.1%AddedHolders
Q3 2021267$28.0K<0.1%+267NewHolders