WBI INVESTMENTS, LLC

Position in PRU — Prudential Financial Inc

CIK 1397424 RED BANK, NJ

Position in PRU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,841,177

+$1,016,869 QoQ

Shares Held

17,059

+102.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#404

of 1,403 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 16% Shared 84% None 0%

Financial Services · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $5,264,226 across 5 Insurance - Life names. PRU ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	17,059	$1,841,177
2	PRI	Primerica, Inc.	4,835	$1,374,106
3	AFL	Aflac Inc	10,528	$1,234,408
4	GL	Globe Life Inc.	3,130	$559,267
5	MET	Metlife Inc	3,017	$255,268

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,841,177	17,059	+102.2%	Shares	Defined	2026-08-11
2026-03-31	$824,308	8,438	+62.6%	Shares	Defined	2026-05-11
2025-12-31	$585,846	5,190	-26.5%	Shares	Defined	2026-02-13
2025-06-30	$758,741	7,062	-18.1%	Shares	Defined	2025-08-11
2025-03-31	$962,568	8,619	-9.1%	Shares	Defined	2025-05-22
2024-12-31	$1,124,375	9,486	-67.9%	Shares	Defined	2025-02-14
2024-09-30	$3,574,872	29,520	+45.0%	Shares	Sole	2024-11-12
2024-06-30	$2,385,871	20,359	-49.2%	Shares	Defined	2024-07-30
2024-03-31	$4,706,566	40,090	+97.3%	Shares	Defined	2024-05-03
2023-12-31	$2,107,386	20,320	-51.2%	Shares	Sole	2024-02-09
2023-09-30	$3,950,649	41,634	+1295.7%	Shares	Defined	2023-11-09
2023-06-30	$263,160	2,983	-85.8%	Shares	Sole	2023-08-07
2023-03-31	$1,732,492	20,939	-4.1%	Shares	Defined	2023-05-15
2022-12-31	$2,172,206	21,840	-32.5%	Shares	Defined	2023-02-13
2022-09-30	$2,776,012	32,362	+356.6%	Shares	Defined	2022-10-26
2022-06-30	$678,179	7,088	-85.8%	Shares	Defined	2022-07-25
2022-03-31	$5,899,164	49,921	+1515.0%	Shares	Defined	2022-05-02
2021-06-30	$316,734	3,091	-84.4%	Shares	Sole	2021-08-13
2021-03-31	$1,805,874	19,823	+198.7%	Shares	Defined	2021-05-12
2020-09-30	$421,518	6,636	-29.3%	Shares	Defined	2020-11-06
2020-06-30	$571,545	9,385	-11.2%	Shares	Defined	2020-08-11
2020-03-31	$551,276	10,573	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.