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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

PRU holding history

Prudential Financial Inc in every 13F filed by Avion Wealth, 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 (Q2 2026)
140
Value
$15.0K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of PRU by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026140$15.0K<0.1%+10+7.7%AddedHolders
Q1 2026130$12.0K<0.1%−5−3.7%ReducedHolders
Q4 2025135$15.0K<0.1%00.0%UnchangedHolders
Q3 2025135$14.0K<0.1%−9−6.3%ReducedHolders
Q2 2025144$15.0K<0.1%+20+16.1%AddedHolders
Q1 2025124$14.0K<0.1%00.0%UnchangedHolders
Q4 2024124$14.0K<0.1%+5+4.2%AddedHolders
Q3 2024119$14.0K<0.1%+4+3.5%AddedHolders
Q2 2024115$13.0K<0.1%+47+69.1%AddedHolders
Q1 202468$8.00K<0.1%−85−55.6%ReducedHolders
Q4 2023153$16.0K<0.1%−95−38.3%ReducedHolders
Q3 2023248$23.0K<0.1%+48+24.0%AddedHolders
Q2 2023200$17.0K<0.1%+100+100.0%AddedHolders
Q1 2023100$9.00K<0.1%−100−50.0%ReducedHolders
Q4 2022200$17.0K<0.1%00.0%UnchangedHolders
Q3 2022200$17.0K<0.1%00.0%UnchangedHolders
Q2 2022200$19.0K<0.1%+200NewHolders