BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in PRU — Prudential Financial Inc

CIK 1352860 BLUE BELL, PA

Position in PRU

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$20,614

-$44,447 QoQ

Shares Held

191

-71.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,219

of 1,403 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $100,677 across 3 Insurance - Life names. PRU ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp	1,410	$49,843
2	MFC	Manulife Financial Corp	746	$30,220
3	PRU	Prudential Financial Inc This page	191	$20,614

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,614	191	-71.3%	Shares	Sole	2026-08-06
2026-03-31	$65,061	666	0.0%	Shares	Sole	2026-05-11
2025-12-31	$75,178	666	0.0%	Shares	Sole	2026-02-09
2025-09-30	$69,090	666	0.0%	Shares	Sole	2025-10-22
2025-06-30	$71,555	666	+268.0%	Shares	Sole	2025-08-11
2025-03-31	$20,214	181	-48.6%	Shares	Sole	2025-05-05
2024-12-31	$41,722	352	-8.6%	Shares	Sole	2025-02-07
2024-09-30	$46,623	385	+9.4%	Shares	Sole	2024-10-29
2024-06-30	$41,250	352	0.0%	Shares	Sole	2024-08-05
2024-03-31	$41,324	352	+0.9%	Shares	Sole	2024-04-24
2023-12-31	$36,194	349	0.0%	Shares	Sole	2024-01-25
2023-09-30	$33,116	349	0.0%	Shares	Sole	2023-10-30
2023-06-30	$30,788	349	+40.2%	Shares	Sole	2023-08-08
2023-03-31	$20,602	249	0.0%	Shares	Sole	2023-05-08
2022-12-31	$24,765	249	0.0%	Shares	Sole	2023-02-03
2022-09-30	$21,359	249	0.0%	Shares	Sole	2022-11-09
2022-06-30	$23,824	249	0.0%	Shares	Sole	2022-08-02
2022-03-31	$29,424	249	-16.7%	Shares	Sole	2022-04-21
2021-12-31	$32,363	299	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.