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KWB Wealth

SEC CIK
0001822236
Latest filing
Jul 10, 2026

PRU holding history

Prudential Financial Inc in every 13F filed by KWB 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of PRU by KWB Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,103−100.0%Sold outHolders
Q3 20252,103$225.9K<0.1%−532−20.2%ReducedHolders
Q2 20252,635$294.2K<0.1%−2,001−43.2%ReducedHolders
Q1 20254,636$549.5K0.1%+13+0.3%AddedHolders
Q4 20244,623$559.8K0.1%+1,267+37.8%AddedHolders
Q3 20243,356$393.3K0.1%−1,611−32.4%ReducedHolders
Q2 20244,967$583.2K0.1%−91−1.8%ReducedHolders
Q1 20245,058$593.9K0.1%−760−13.1%ReducedHolders
Q4 20235,818$603.4K0.1%−33−0.6%ReducedHolders
Q3 20235,851$516.2K0.1%+31+0.5%AddedHolders
Q2 20235,820$513.4K0.1%+195+3.5%AddedHolders
Q1 20235,625$559.5K0.1%+345+6.5%AddedHolders
Q4 20225,280$525.2K0.1%+1,487+39.2%AddedHolders
Q3 20223,793$325.0K0.1%+246+6.9%AddedHolders
Q2 20223,547$339.0K0.1%+746+26.6%AddedHolders
Q1 20222,801$303.0K0.1%00.0%UnchangedHolders
Q4 20212,801$303.0K0.1%+2,801NewHolders