WBH ADVISORY INC

Position in PRU — Prudential Financial Inc

CIK 1259671 BALTIMORE, MD

Position in PRU

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$459,458

+$43,983 QoQ

Shares Held

4,257

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#715

of 1,403 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WBH ADVISORY INC holds $1,367,704 across 3 Insurance - Life names. PRU ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	4,237	$496,788
2	PRU	Prudential Financial Inc This page	4,257	$459,458
3	MET	Metlife Inc	4,863	$411,458

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,458	4,257	+0.1%	Shares	Sole	2026-08-05
2026-03-31	$415,475	4,253	-1.4%	Shares	Sole	2026-04-27
2025-12-31	$487,077	4,315	+0.1%	Shares	Sole	2026-01-26
2025-09-30	$447,326	4,312	-2.2%	Shares	Sole	2025-10-30
2025-06-30	$473,810	4,410	-19.9%	Shares	Sole	2025-07-30
2025-03-31	$615,021	5,507	+0.3%	Shares	Sole	2025-05-12
2024-12-31	$651,085	5,493	-1.7%	Shares	Sole	2025-01-31
2024-09-30	$676,949	5,590	-0.5%	Shares	Sole	2024-10-15
2024-06-30	$658,490	5,619	-0.8%	Shares	Sole	2024-07-11
2024-03-31	$665,188	5,666	-3.4%	Shares	Sole	2024-04-16
2023-12-31	$608,051	5,863	-1.0%	Shares	Sole	2024-01-09
2023-09-30	$561,938	5,922	-5.4%	Shares	Sole	2023-10-10
2023-06-30	$551,992	6,257	+0.1%	Shares	Sole	2023-07-12
2023-03-31	$517,373	6,253	-6.8%	Shares	Sole	2023-04-20
2022-09-30	$575,755	6,712	-4.2%	Shares	Sole	2022-10-18
2022-06-30	$670,621	7,009	-6.0%	Shares	Sole	2022-07-12
2022-03-31	$880,957	7,455	-9.4%	Shares	Sole	2022-04-29
2021-12-31	$890,598	8,228	+0.0%	Shares	Sole	2022-01-28
2021-09-30	$865,270	8,225	+0.0%	Shares	Sole	2021-10-25
2021-06-30	$842,610	8,223	+9.0%	Shares	Sole	2021-07-27
2021-03-31	$687,349	7,545	-2.4%	Shares	Sole	2021-04-19
2020-12-31	$603,637	7,732	-2.6%	Shares	Sole	2021-01-21
2020-09-30	$504,158	7,937	-1.2%	Shares	Sole	2020-10-27
2020-06-30	$489,270	8,034	-25.5%	Shares	Sole	2020-08-05
2020-03-31	$561,912	10,777	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.