Position in PRU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,980,271
-$400,597 QoQ
Shares Held
27,613
-7.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#322
of 1,403 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $12,744,353 across 7 Insurance - Life names. PRU ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
|
67,001 | $4,241,163 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
27,613 | $2,980,271 | |
| 3 | MET |
Metlife Inc
|
26,197 | $2,216,528 | |
| 4 | AFL |
Aflac Inc
|
15,443 | $1,810,691 | |
| 5 | MFC |
Manulife Financial Corp
|
24,425 | $989,456 | |
| 6 | UNM |
Unum Group
|
3,153 | $281,878 | |
| 7 | LNC |
Lincoln National Corp
|
6,347 | $224,366 |
All Filings in PRU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,980,271 | 27,613 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $3,380,868 | 29,951 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,240,422 | 31,236 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,606,868 | 33,571 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,360,674 | 30,092 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,785,455 | 23,500 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,907,368 | 24,008 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,871,858 | 24,506 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,939,343 | 25,037 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,599,905 | 25,069 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,394,644 | 25,236 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,305,188 | 26,130 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,208,744 | 26,695 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,750,665 | 27,656 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,366,841 | 27,592 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,576,566 | 26,929 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,358,391 | 28,420 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $3,107,895 | 28,713 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,013,874 | 28,649 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $856,649 | 8,360 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $760,958 | 8,353 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $780,465 | 9,997 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $838,019 | 13,193 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||